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
$121M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.69M
3
+$4.67M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$4.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.37M

Top Sells

1
+$3.02M
2
+$2.18M
3
+$2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.23M
5
MCD icon
McDonald's
MCD
+$626K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.72%
3 Consumer Staples 5.65%
4 Financials 3.96%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.29%
4,626
+248
77
$341K 0.28%
3,973
+239
78
$334K 0.28%
8,205
-13
79
$331K 0.27%
5,104
+346
80
$305K 0.25%
1,749
+6
81
$304K 0.25%
2,264
-78
82
$290K 0.24%
1,605
+37
83
$286K 0.24%
6,037
-1,689
84
$274K 0.23%
5,535
-986
85
$273K 0.23%
5,854
-46,705
86
$272K 0.23%
37,190
-2,085
87
$269K 0.22%
553
+10
88
$267K 0.22%
1,588
+6
89
$249K 0.21%
6,368
-78
90
$241K 0.2%
1,388
-23
91
$241K 0.2%
4,228
-78
92
$230K 0.19%
+1,075
93
$225K 0.19%
10,966
+48
94
$221K 0.18%
9,721
-481
95
$219K 0.18%
10,429
-464
96
$217K 0.18%
4,313
-801
97
$217K 0.18%
736
-1,145
98
$216K 0.18%
10,730
+49
99
$213K 0.18%
12,640
-18,232
100
$213K 0.18%
11,270
+59
1 2 3
4
5