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
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$2.97M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.12M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$879K

Top Sells

1
+$653K
2
+$387K
3
+$211K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$202K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$179K

Sector Composition

1 Technology 8.32%
2 Healthcare 5.67%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
20
-9
777
$1K ﹤0.01%
+50
778
$1K ﹤0.01%
19,489
+19,400
779
$1K ﹤0.01%
+100
780
$1K ﹤0.01%
1,000
781
$1K ﹤0.01%
1
-8
782
$1K ﹤0.01%
35
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783
$1K ﹤0.01%
13
784
$1K ﹤0.01%
3,421
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785
$1K ﹤0.01%
1,076
786
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150
788
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5
789
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3
790
$1K ﹤0.01%
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791
$1K ﹤0.01%
343
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$1K ﹤0.01%
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4,141
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7,551
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795
$1K ﹤0.01%
2
796
$1K ﹤0.01%
14
797
$1K ﹤0.01%
37
798
$1K ﹤0.01%
2
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799
$1K ﹤0.01%
5
+1
800
$1K ﹤0.01%
7
+1
30 31
32
33 34