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
851
0
852
$0 ﹤0.01%
+8
853
0