WQ

Wealth Quarterback Portfolio holdings

AUM $259M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.69M
3
+$4.67M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$4.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.37M

Top Sells

1
+$3.02M
2
+$2.18M
3
+$2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.23M
5
MCD icon
McDonald's
MCD
+$626K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.72%
3 Consumer Staples 5.65%
4 Financials 3.96%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.44%
6,282
-14,548
52
$521K 0.43%
1,362
+6
53
$516K 0.43%
3,659
+183
54
$509K 0.42%
1,611
-10
55
$504K 0.42%
11,075
+115
56
$501K 0.42%
9,786
-74
57
$484K 0.4%
1,323
-42
58
$480K 0.4%
3,991
-55
59
$480K 0.4%
2,004
+329
60
$471K 0.39%
3,820
+92
61
$470K 0.39%
4,640
+27
62
$469K 0.39%
1
63
$467K 0.39%
15,474
+696
64
$451K 0.37%
3,093
-606
65
$437K 0.36%
9,652
+711
66
$418K 0.35%
2,096
+61
67
$413K 0.34%
28,163
-126
68
$411K 0.34%
22,320
+76
69
$408K 0.34%
14,444
-833
70
$406K 0.34%
1,314
-100
71
$402K 0.33%
5,569
+12
72
$394K 0.33%
4,537
-236
73
$370K 0.31%
2,549
-331
74
$368K 0.31%
8,059
+78
75
$350K 0.29%
5,976
-1,095
1 2
3
4 5