WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
This Quarter Return
-9.88%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.21%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$7.43M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$6.84M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.58M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.35M |
| 5 |
Fidelity MSCI Energy Index ETF
FENY
|
$5.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Healthcare | 4.8% |
| 3 | Financials | 4.25% |
| 4 | Consumer Staples | 3.68% |
| 5 | Communication Services | 3.59% |
