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
$94M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$393K
3
+$383K
4
VZ icon
Verizon
VZ
+$368K
5
PANW icon
Palo Alto Networks
PANW
+$292K

Top Sells

1
+$7.42M
2
+$4.06M
3
+$3.7M
4
GLD icon
SPDR Gold Trust
GLD
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.78M

Sector Composition

1 Technology 8.7%
2 Healthcare 6.65%
3 Consumer Staples 5.22%
4 Consumer Discretionary 4.63%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.31%
1,743
-28
77
$275K 0.29%
1,675
+46
78
$264K 0.28%
39,275
-4,624
79
$257K 0.27%
5,114
-268
80
$256K 0.27%
1,568
-84
81
$255K 0.27%
3,087
-1,480
82
$245K 0.26%
2,342
+69
83
$242K 0.26%
1,963
+1
84
$239K 0.25%
6,446
-15
85
$232K 0.25%
10,202
-309
86
$230K 0.24%
2,000
87
$230K 0.24%
3,734
-40
88
$229K 0.24%
1,582
+7
89
$228K 0.24%
1,411
+8
90
$227K 0.24%
10,893
+522
91
$225K 0.24%
3,119
-551
92
$223K 0.24%
10,918
+542
93
$221K 0.24%
2,374
+15
94
$214K 0.23%
4,306
-32
95
$213K 0.23%
10,681
+552
96
$210K 0.22%
543
-8
97
$209K 0.22%
11,211
+588
98
$153K 0.16%
10,898
99
$119K 0.13%
11,201
+145
100
$109K 0.12%
10,129
+88
1 2 3
4
5