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WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$31.9M
3
+$26.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.3M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$18.6M

Top Sells

1
+$649K
2
+$398K
3
+$345K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$218K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$211K

Sector Composition

1 Technology 8.31%
2 Healthcare 5.67%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
46
+2
752
– –
0
753
$2K ﹤0.01%
385
754
$2K ﹤0.01%
65
+1
755
$2K ﹤0.01%
14
756
$2K ﹤0.01%
+200
757
$2K ﹤0.01%
544
+408
758
$2K ﹤0.01%
101
+51
759
$1K ﹤0.01%
20
-9
760
$1K ﹤0.01%
+50
761
$1K ﹤0.01%
19,489
+19,400
762
$1K ﹤0.01%
1
-8
763
$1K ﹤0.01%
498
+490
764
$1K ﹤0.01%
+6
765
$1K ﹤0.01%
10
766
$1K ﹤0.01%
4
767
$1K ﹤0.01%
+10
768
$1K ﹤0.01%
30
769
$1K ﹤0.01%
12,874
+12,836
770
$1K ﹤0.01%
42
771
$1K ﹤0.01%
7
772
$1K ﹤0.01%
10
773
$1K ﹤0.01%
1
774
$1K ﹤0.01%
361
+358
775
$1K ﹤0.01%
15
+1
29 30
31
32 33