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
$178M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.82M
3
+$2.69M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2M
5
IYW icon
iShares US Technology ETF
IYW
+$1.2M

Top Sells

1
+$11.5M
2
+$7.75M
3
+$6.43M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.84M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.5M

Sector Composition

1 Technology 12.73%
2 Financials 5.27%
3 Consumer Staples 4.62%
4 Healthcare 4.05%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.26%
5,079
+277
77
$459K 0.26%
3,463
-29
78
$454K 0.26%
2,168
+90
79
$435K 0.24%
2,518
-79
80
$422K 0.24%
12,314
-1,943
81
$420K 0.24%
1,248
+4
82
$413K 0.23%
2,093
+5
83
$391K 0.22%
1,594
-31
84
$382K 0.22%
3,898
+8
85
$382K 0.21%
12,663
+150
86
$381K 0.21%
3,428
-574
87
$373K 0.21%
2,000
-1,197
88
$365K 0.21%
12,299
-2,407
89
$339K 0.19%
17,167
+2,350
90
$334K 0.19%
5,959
+98
91
$332K 0.19%
356
92
$326K 0.18%
2,233
-448
93
$322K 0.18%
+7,215
94
$318K 0.18%
472
-32
95
$314K 0.18%
2,632
+764
96
$311K 0.18%
+3,135
97
$307K 0.17%
1,834
+6
98
$299K 0.17%
2,450
+14
99
$293K 0.16%
8,044
-528
100
$290K 0.16%
2,773
-721
2 3
4
5 6