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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
776
$1K ﹤0.01%
6
777
$1K ﹤0.01%
10
+1
778
$1K ﹤0.01%
3
779
$1K ﹤0.01%
166
780
$1K ﹤0.01%
149
781
$1K ﹤0.01%
102
+1
782
$1K ﹤0.01%
11
+1
783
$1K ﹤0.01%
5
+1
784
– –
0
785
$1K ﹤0.01%
1,893
+1,833
786
$1K ﹤0.01%
4
787
$1K ﹤0.01%
4,357
+4,266
788
$1K ﹤0.01%
5
-5
789
$1K ﹤0.01%
37
+1
790
$1K ﹤0.01%
1,076
791
$1K ﹤0.01%
+5
792
$1K ﹤0.01%
150
793
$1K ﹤0.01%
5
794
$1K ﹤0.01%
3
795
$1K ﹤0.01%
104
-526
796
$1K ﹤0.01%
343
+324
797
$1K ﹤0.01%
12
798
$1K ﹤0.01%
6
+1
799
$1K ﹤0.01%
+25
800
$1K ﹤0.01%
15
-69
30 31
32
33 34