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
826
$1.16K ﹤0.01%
+42
827
$1.16K ﹤0.01%
+1,486
828
$1.15K ﹤0.01%
+170,493
829
$1.14K ﹤0.01%
+400
830
$1.14K ﹤0.01%
+28
831
$1.11K ﹤0.01%
+8
832
$1.11K ﹤0.01%
+24
833
$1.11K ﹤0.01%
+4
834
$1.11K ﹤0.01%
+5
835
$1.1K ﹤0.01%
+15,760
836
$1.09K ﹤0.01%
+75
837
$1.08K ﹤0.01%
+14,902
838
$1.08K ﹤0.01%
+12
839
$1.06K ﹤0.01%
+5
840
$1.06K ﹤0.01%
+6,243
841
$1.05K ﹤0.01%
+36
842
$1.04K ﹤0.01%
+9
843
$1.03K ﹤0.01%
+72
844
$1.03K ﹤0.01%
+36
845
$1.02K ﹤0.01%
+105
846
$1.01K ﹤0.01%
+22,521
847
$1.01K ﹤0.01%
+20
848
$1K ﹤0.01%
+52
849
$1K ﹤0.01%
+610
850
$1K ﹤0.01%
+6,380
32 33
34
35 36