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
$176M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.49M
3
+$1.9M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.82M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$871K

Top Sells

1
+$7.72M
2
+$7.38M
3
+$893K
4
TSLA icon
Tesla
TSLA
+$780K
5
KR icon
Kroger
KR
+$769K

Sector Composition

1 Technology 11.54%
2 Financials 4.72%
3 Industrials 4.71%
4 Consumer Staples 4.49%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.23%
5,240
-206
77
$405K 0.23%
4,239
+117
78
$395K 0.22%
2,163
+5
79
$383K 0.22%
3,589
+83
80
$357K 0.2%
956
+51
81
$350K 0.2%
2,042
-4,339
82
$345K 0.2%
3,438
-413
83
$335K 0.19%
1,656
-82
84
$321K 0.18%
1,420
-245
85
$318K 0.18%
545
-10
86
$313K 0.18%
3,727
-619
87
$313K 0.18%
2,262
+93
88
$302K 0.17%
367
+1
89
$297K 0.17%
+1,632
90
$290K 0.16%
+1,291
91
$270K 0.15%
+13,470
92
$267K 0.15%
1,468
+50
93
$267K 0.15%
+5,085
94
$260K 0.15%
2,615
+250
95
$254K 0.14%
13,414
+197
96
$254K 0.14%
+4,449
97
$248K 0.14%
+11,037
98
$246K 0.14%
364
-4
99
$246K 0.14%
2,452
-41
100
$245K 0.14%
3,860
-10,259
2 3
4
5 6