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
$176M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.49M
3
+$1.9M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.82M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$871K

Top Sells

1
+$7.72M
2
+$7.38M
3
+$893K
4
TSLA icon
Tesla
TSLA
+$780K
5
KR icon
Kroger
KR
+$769K

Sector Composition

1 Technology 11.54%
2 Financials 4.72%
3 Industrials 4.71%
4 Consumer Staples 4.49%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.41%
7,028
-2,571
52
$718K 0.41%
17,414
+1,210
53
$694K 0.39%
11,584
+137
54
$679K 0.38%
4,115
-304
55
$672K 0.38%
51,211
-1,233
56
$667K 0.38%
11,070
+304
57
$656K 0.37%
53,136
+238
58
$649K 0.37%
4,040
+2,520
59
$637K 0.36%
8,644
+154
60
$617K 0.35%
11,769
-1,176
61
$600K 0.34%
3,471
-43
62
$592K 0.34%
15,238
-2,595
63
$583K 0.33%
7,916
-80
64
$553K 0.31%
5,176
-672
65
$531K 0.3%
2,032
+39
66
$500K 0.28%
17,857
+189
67
$492K 0.28%
10,810
+3,276
68
$486K 0.28%
3,032
-118
69
$481K 0.27%
3,884
-104
70
$472K 0.27%
2,387
-3,943
71
$472K 0.27%
4,655
-106
72
$443K 0.25%
16,675
+2,342
73
$430K 0.24%
22,478
+995
74
$427K 0.24%
+1,365
75
$408K 0.23%
1,239
+3
1 2
3
4 5