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
$120M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.57M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.27M

Top Sells

1
+$2.48M
2
+$1.27M
3
+$1.06M
4
NKE icon
Nike
NKE
+$938K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$882K

Sector Composition

1 Technology 8.55%
2 Consumer Staples 6.01%
3 Healthcare 5.27%
4 Communication Services 5%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$358K 0.3%
1,348
+41
77
$357K 0.3%
1,139
+44
78
$348K 0.29%
1
79
$345K 0.29%
12,676
-8,436
80
$345K 0.29%
+21,799
81
$342K 0.28%
1,477
-320
82
$334K 0.28%
2,254
-299
83
$332K 0.28%
2,367
-3,505
84
$301K 0.25%
2,370
-2,172
85
$300K 0.25%
1,646
-199
86
$295K 0.25%
+831
87
$266K 0.22%
1,242
-76
88
$262K 0.22%
+4,400
89
$255K 0.21%
1,223
-400
90
$254K 0.21%
1,161
+22
91
$250K 0.21%
+500
92
$243K 0.2%
2,879
-2,115
93
$241K 0.2%
2,024
-1,692
94
$240K 0.2%
4,113
-1,701
95
$240K 0.2%
1,419
+89
96
$234K 0.19%
2,182
-504
97
$228K 0.19%
+1,573
98
$227K 0.19%
2,477
-3,315
99
$223K 0.19%
+1,265
100
$211K 0.18%
1,004
-431
2 3
4
5 6