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
+$16.7M
2
+$9.03M
3
+$8.23M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M

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%
+9
802
$1K ﹤0.01%
+3
803
$1K ﹤0.01%
+3
804
$1K ﹤0.01%
+100
805
– –
0
806
$1K ﹤0.01%
+1
807
$1K ﹤0.01%
+22
808
$1K ﹤0.01%
+4
809
$1K ﹤0.01%
+48
810
$1K ﹤0.01%
+10
811
$1K ﹤0.01%
+15
812
$1K ﹤0.01%
+2
813
$1K ﹤0.01%
+10
814
$1K ﹤0.01%
+1,076
815
$1K ﹤0.01%
+50
816
$1K ﹤0.01%
+5
817
$1K ﹤0.01%
+5
818
$1K ﹤0.01%
+3
819
$1K ﹤0.01%
+110
820
$1K ﹤0.01%
+4
821
$1K ﹤0.01%
+12
822
$1K ﹤0.01%
+2
823
$1K ﹤0.01%
+50
824
$1K ﹤0.01%
+166
825
$1K ﹤0.01%
+2
31 32
33
34 35