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WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
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
– –
0
827
$1K ﹤0.01%
+14
828
$1K ﹤0.01%
+9
829
$1K ﹤0.01%
+3
830
$1K ﹤0.01%
+166
831
$1K ﹤0.01%
+101
832
$1K ﹤0.01%
+10
833
$1K ﹤0.01%
+4
834
$1K ﹤0.01%
+10
835
$1K ﹤0.01%
+4
836
$1K ﹤0.01%
+12
837
$1K ﹤0.01%
+2
838
$1K ﹤0.01%
+37
839
$1K ﹤0.01%
+14
840
$1K ﹤0.01%
+30
841
$1K ﹤0.01%
+50
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 ﹤0.01%
+19
849
$0 ﹤0.01%
+3
850
– –
0
31 32 33
34
35