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
826
$1K ﹤0.01%
+6
827
$1K ﹤0.01%
+1
828
$1K ﹤0.01%
+3
829
$1K ﹤0.01%
+100
830
– –
0
831
$1K ﹤0.01%
+1
832
$1K ﹤0.01%
+22
833
$1K ﹤0.01%
+4
834
$1K ﹤0.01%
+48
835
$1K ﹤0.01%
+10
836
$1K ﹤0.01%
+15
837
$1K ﹤0.01%
+36
838
$1K ﹤0.01%
+2
839
$1K ﹤0.01%
+10
840
$1K ﹤0.01%
+37
841
$1K ﹤0.01%
+1
842
$1K ﹤0.01%
+4
843
$1K ﹤0.01%
+10
844
$1K ﹤0.01%
+54
845
$1K ﹤0.01%
+6
846
$1K ﹤0.01%
+12
847
$1K ﹤0.01%
+1
848
– –
0
849
$0 ﹤0.01%
+8
850
– –
0
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34
35