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
$109M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.95M

Sector Composition

1 Consumer Staples 7.95%
2 Technology 7.44%
3 Communication Services 5.96%
4 Consumer Discretionary 5.6%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$229K 0.21%
4,142
102
$220K 0.2%
1,139
103
$218K 0.2%
1,330
104
$218K 0.2%
3,137
105
$215K 0.2%
2,353
106
$208K 0.19%
3,492
107
$206K 0.19%
7,338
108
$204K 0.19%
3,982
109
$149K 0.14%
10,740
110
$116K 0.11%
11,960
111
$107K 0.1%
3,488
112
$103K 0.09%
3,023
113
$67K 0.06%
2,000