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
$109M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.14M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$751K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Top Sells

1
+$92.1M
2
+$80.3M
3
+$77.8M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$51.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$44M

Sector Composition

1 Consumer Staples 6.78%
2 Technology 6.01%
3 Healthcare 5.09%
4 Communication Services 5%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.39K ﹤0.01%
43
752
$1.39K ﹤0.01%
15
753
$1.34K ﹤0.01%
50
754
$1.33K ﹤0.01%
280
+5
755
$1.33K ﹤0.01%
58
-33
756
$1.31K ﹤0.01%
127
-21
757
$1.29K ﹤0.01%
217
758
$1.27K ﹤0.01%
96
-5,852
759
$1.27K ﹤0.01%
16
-150
760
$1.26K ﹤0.01%
+500
761
$1.26K ﹤0.01%
+25
762
$1.23K ﹤0.01%
+80
763
$1.23K ﹤0.01%
400
+116
764
$1.23K ﹤0.01%
10
765
$1.23K ﹤0.01%
+28
766
$1.22K ﹤0.01%
89
-102
767
$1.22K ﹤0.01%
958
-6,095
768
$1.2K ﹤0.01%
27
+1
769
$1.17K ﹤0.01%
+101
770
$1.16K ﹤0.01%
200
771
$1.14K ﹤0.01%
141
772
$1.13K ﹤0.01%
106
+2
773
$1.12K ﹤0.01%
117
774
$1.11K ﹤0.01%
16
775
$1.09K ﹤0.01%
124
29 30
31
32 33