WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.86M
3
+$8.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.95M
5
GLD icon
SPDR Gold Trust
GLD
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+570
727
$2K ﹤0.01%
+29
728
$2K ﹤0.01%
+21
729
$2K ﹤0.01%
+30
730
$2K ﹤0.01%
+1,000
731
$2K ﹤0.01%
+25
732
$2K ﹤0.01%
+21
733
$2K ﹤0.01%
+245
734
$2K ﹤0.01%
+28
735
$2K ﹤0.01%
+25
736
$2K ﹤0.01%
+15
737
$2K ﹤0.01%
+32
738
$2K ﹤0.01%
+10
739
$2K ﹤0.01%
+50
740
$2K ﹤0.01%
+8
741
$2K ﹤0.01%
+5
742
$2K ﹤0.01%
+118
743
$2K ﹤0.01%
+415
744
$2K ﹤0.01%
+8
745
$2K ﹤0.01%
+23
746
$2K ﹤0.01%
+35
747
$2K ﹤0.01%
+1
748
$2K ﹤0.01%
+20
749
$2K ﹤0.01%
+22
750
$2K ﹤0.01%
+13
28 29
30
31 32