WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
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%
+23
727
$2K ﹤0.01%
+570
728
$2K ﹤0.01%
+29
729
$2K ﹤0.01%
+21
730
$2K ﹤0.01%
+7
731
$2K ﹤0.01%
+30
732
$2K ﹤0.01%
+1,000
733
$2K ﹤0.01%
+25
734
$2K ﹤0.01%
+21
735
$2K ﹤0.01%
+245
736
$2K ﹤0.01%
+28
737
$2K ﹤0.01%
+25
738
$2K ﹤0.01%
+15
739
$2K ﹤0.01%
+32
740
$2K ﹤0.01%
+10
741
$2K ﹤0.01%
+50
742
$2K ﹤0.01%
+7
743
$2K ﹤0.01%
+5
744
$2K ﹤0.01%
+310
745
$2K ﹤0.01%
+8
746
$2K ﹤0.01%
+5
747
$2K ﹤0.01%
+118
748
$2K ﹤0.01%
+415
749
$2K ﹤0.01%
+8
750
$2K ﹤0.01%
+50
28 29
30
31 32