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
751
$2K ﹤0.01%
+21
752
$2K ﹤0.01%
+23
753
$2K ﹤0.01%
+35
754
$2K ﹤0.01%
+1
755
$2K ﹤0.01%
+20
756
$2K ﹤0.01%
+22
757
$2K ﹤0.01%
+13
758
$2K ﹤0.01%
+40
759
$2K ﹤0.01%
+15
760
$2K ﹤0.01%
+42
761
$2K ﹤0.01%
+38
762
$2K ﹤0.01%
+32
763
$2K ﹤0.01%
+45
764
$2K ﹤0.01%
+25
765
$2K ﹤0.01%
+53
766
$2K ﹤0.01%
+10
767
$2K ﹤0.01%
+30
768
$2K ﹤0.01%
+4
769
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+6
770
$2K ﹤0.01%
+46
771
$2K ﹤0.01%
+100
772
$2K ﹤0.01%
+21
773
$2K ﹤0.01%
+31
774
$2K ﹤0.01%
+31
775
$2K ﹤0.01%
+65
29 30
31
32 33