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
$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 8.12%
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%
+28
828
$1K ﹤0.01%
+149
829
$1K ﹤0.01%
+101
830
$1K ﹤0.01%
+10
831
$1K ﹤0.01%
+4
832
$1K ﹤0.01%
+52
833
$1K ﹤0.01%
+5
834
$1K ﹤0.01%
+6
835
$1K ﹤0.01%
+1
836
$1K ﹤0.01%
+3
837
$1K ﹤0.01%
+100
838
– –
0
839
$1K ﹤0.01%
+1
840
$1K ﹤0.01%
+22
841
$1K ﹤0.01%
+4
842
$1K ﹤0.01%
+48
843
$1K ﹤0.01%
+10
844
$1K ﹤0.01%
+15
845
$1K ﹤0.01%
+36
846
$1K ﹤0.01%
+2
847
$1K ﹤0.01%
+10
848
– –
0
849
$0 ﹤0.01%
+8
850
– –
0
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34
35