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
76
$423K 0.26%
+10,785
77
$397K 0.24%
+8,309
78
$388K 0.24%
+6,902
79
$374K 0.23%
+1,794
80
$347K 0.21%
+1,590
81
$342K 0.21%
+4,390
82
$338K 0.21%
+1,472
83
$335K 0.2%
+2,153
84
$325K 0.2%
+1,133
85
$316K 0.19%
+500
86
$314K 0.19%
+7,840
87
$297K 0.18%
+2,004
88
$296K 0.18%
+11,096
89
$291K 0.18%
+1,578
90
$283K 0.17%
+1,270
91
$283K 0.17%
+4,099
92
$283K 0.17%
+3,925
93
$278K 0.17%
+1,188
94
$277K 0.17%
+1,153
95
$270K 0.16%
+1,223
96
$268K 0.16%
+919
97
$262K 0.16%
+3,366
98
$262K 0.16%
+1,192
99
$251K 0.15%
+1,697
100
$247K 0.15%
+1,018
2 3
4
5 6