WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
This Quarter Return
-5.6%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$94M
AUM Growth
+$94M
(-27%)
Cap. Flow
-$25.5M
Cap. Flow
% of AUM
-27.16%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
120
New
2
Increased
48
Reduced
49
Closed
17
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$819K |
| 2 |
Tesla
TSLA
|
$790K |
| 3 |
Palo Alto Networks
PANW
|
$639K |
| 4 |
Procter & Gamble
PG
|
$456K |
| 5 |
AbbVie
ABBV
|
$383K |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$7.43M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.06M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$3.7M |
| 4 |
SPDR Gold Trust
GLD
|
$2.08M |
| 5 |
iShares Silver Trust
SLV
|
$1.78M |
Sector Composition
| 1 | Technology | 8.7% |
| 2 | Healthcare | 6.65% |
| 3 | Consumer Staples | 5.22% |
| 4 | Consumer Discretionary | 4.63% |
| 5 | Communication Services | 4.34% |
