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
776
$1.73K ﹤0.01%
+25
777
$1.73K ﹤0.01%
+16
778
$1.7K ﹤0.01%
+6,188
779
$1.69K ﹤0.01%
+40
780
$1.68K ﹤0.01%
+124
781
$1.67K ﹤0.01%
+58
782
$1.65K ﹤0.01%
+26
783
$1.62K ﹤0.01%
+154
784
$1.62K ﹤0.01%
+109
785
$1.6K ﹤0.01%
+19
786
$1.6K ﹤0.01%
+33
787
$1.58K ﹤0.01%
+607
788
$1.56K ﹤0.01%
+43
789
$1.54K ﹤0.01%
+3,417
790
$1.53K ﹤0.01%
+12,015
791
$1.53K ﹤0.01%
+32
792
$1.53K ﹤0.01%
+81
793
$1.52K ﹤0.01%
+17
794
$1.52K ﹤0.01%
+72
795
$1.5K ﹤0.01%
+72
796
$1.47K ﹤0.01%
+30
797
$1.47K ﹤0.01%
+73
798
$1.46K ﹤0.01%
+1,300
799
$1.45K ﹤0.01%
+50
800
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0
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32
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