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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
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$31.9M
3
+$26.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.3M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$18.6M

Top Sells

1
+$649K
2
+$398K
3
+$345K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$218K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$211K

Sector Composition

1 Technology 8.31%
2 Healthcare 5.67%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
12
827
$1K ﹤0.01%
10
-102
828
$1K ﹤0.01%
52
829
$1K ﹤0.01%
5
830
$1K ﹤0.01%
6
831
$1K ﹤0.01%
1
832
$1K ﹤0.01%
1
833
$1K ﹤0.01%
+102
834
$1K ﹤0.01%
3
835
$1K ﹤0.01%
+7
836
$1K ﹤0.01%
19
-331
837
– –
0
838
$1K ﹤0.01%
7
+5
839
$1K ﹤0.01%
1
840
$1K ﹤0.01%
22
841
– –
-125
842
– –
-50
843
– –
-504
844
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-145
845
– –
-300
846
– –
-25
847
– –
-100
848
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-131
849
– –
-51
850
– –
-118
32 33
34
35 36