WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
This Quarter Return
+7.79%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+28%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
17.17%
Top 10 Holdings %
Top 10 Hldgs %
45.63%
Holding
120
New
17
Increased
50
Reduced
47
Closed
1
Top Buys
| 1 |
First Trust Health Care AlphaDEX Fund
FXH
|
$4.74M |
| 2 |
Invesco S&P 500 High Beta ETF
SPHB
|
$4.69M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.67M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$4.66M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$4.37M |
Top Sells
Sector Composition
| 1 | Technology | 6.94% |
| 2 | Healthcare | 5.72% |
| 3 | Consumer Staples | 5.65% |
| 4 | Financials | 3.96% |
| 5 | Communication Services | 2.84% |
