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
801
$1.41K ﹤0.01%
+5
802
$1.41K ﹤0.01%
+14
803
$1.4K ﹤0.01%
+52
804
$1.39K ﹤0.01%
+32
805
$1.39K ﹤0.01%
+21
806
$1.39K ﹤0.01%
+100
807
$1.33K ﹤0.01%
+29
808
$1.32K ﹤0.01%
+4
809
$1.31K ﹤0.01%
+46
810
$1.31K ﹤0.01%
+12
811
$1.31K ﹤0.01%
+53
812
$1.3K ﹤0.01%
+122
813
$1.28K ﹤0.01%
+74
814
$1.28K ﹤0.01%
+199,784
815
$1.27K ﹤0.01%
+10,267
816
$1.23K ﹤0.01%
+41
817
$1.23K ﹤0.01%
+40
818
$1.23K ﹤0.01%
+31
819
$1.22K ﹤0.01%
+64
820
$1.21K ﹤0.01%
+58
821
$1.2K ﹤0.01%
+2
822
$1.2K ﹤0.01%
+8
823
$1.2K ﹤0.01%
+25
824
$1.17K ﹤0.01%
+15
825
$1.16K ﹤0.01%
+30
31 32
33
34 35