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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.03M
3
+$8.23M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.12%
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%
+7
730
$2K ﹤0.01%
+30
731
$2K ﹤0.01%
+1,000
732
$2K ﹤0.01%
+25
733
$2K ﹤0.01%
+21
734
$2K ﹤0.01%
+245
735
$2K ﹤0.01%
+28
736
$2K ﹤0.01%
+25
737
$2K ﹤0.01%
+15
738
$2K ﹤0.01%
+32
739
$2K ﹤0.01%
+10
740
$2K ﹤0.01%
+50
741
$2K ﹤0.01%
+7
742
$2K ﹤0.01%
+5
743
$2K ﹤0.01%
+310
744
$2K ﹤0.01%
+8
745
$2K ﹤0.01%
+5
746
$2K ﹤0.01%
+118
747
$2K ﹤0.01%
+415
748
$2K ﹤0.01%
+8
749
$2K ﹤0.01%
+50
750
$2K ﹤0.01%
+14
28 29
30
31 32