WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.86M
3
+$8.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.95M
5
GLD icon
SPDR Gold Trust
GLD
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+14
802
$1K ﹤0.01%
+30
803
$1K ﹤0.01%
+50
804
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+7
805
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+9
806
$1K ﹤0.01%
+25
807
$1K ﹤0.01%
+5
808
$1K ﹤0.01%
+2
809
$1K ﹤0.01%
+18
810
$1K ﹤0.01%
+22
811
$1K ﹤0.01%
+1
812
– –
0
813
$1K ﹤0.01%
+14
814
$1K ﹤0.01%
+9
815
$1K ﹤0.01%
+3
816
$1K ﹤0.01%
+2
817
$1K ﹤0.01%
+50
818
$1K ﹤0.01%
+6
819
$1K ﹤0.01%
+28
820
$1K ﹤0.01%
+149
821
$1K ﹤0.01%
+101
822
$1K ﹤0.01%
+10
823
$1K ﹤0.01%
+4
824
$1K ﹤0.01%
+52
825
$1K ﹤0.01%
+5
31 32
33
34 35