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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.62M
3
+$3.18M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.05M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.3%
2 Communication Services 6.19%
3 Consumer Staples 5.39%
4 Healthcare 5.3%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.2K ﹤0.01%
+42
752
$2.19K ﹤0.01%
+102
753
$2.11K ﹤0.01%
+15
754
$2.1K ﹤0.01%
+34
755
$2.1K ﹤0.01%
+900
756
$2.1K ﹤0.01%
+78
757
$2.09K ﹤0.01%
+74
758
$2.04K ﹤0.01%
+14
759
$2.02K ﹤0.01%
+1,409
760
$2K ﹤0.01%
+33
761
$1.99K ﹤0.01%
+48,095
762
$1.99K ﹤0.01%
+34
763
$1.97K ﹤0.01%
+259
764
$1.93K ﹤0.01%
+27,100
765
$1.92K ﹤0.01%
+40
766
$1.9K ﹤0.01%
+141
767
$1.9K ﹤0.01%
+50
768
$1.82K ﹤0.01%
+70
769
$1.81K ﹤0.01%
+17
770
$1.79K ﹤0.01%
+37
771
$1.79K ﹤0.01%
+143
772
$1.78K ﹤0.01%
+93
773
$1.77K ﹤0.01%
+259
774
$1.75K ﹤0.01%
+116
775
$1.75K ﹤0.01%
+10
29 30
31
32 33