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
$94M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$393K
3
+$383K
4
VZ icon
Verizon
VZ
+$368K
5
PANW icon
Palo Alto Networks
PANW
+$292K

Top Sells

1
+$7.42M
2
+$4.06M
3
+$3.7M
4
GLD icon
SPDR Gold Trust
GLD
+$2.08M
5
SLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.03%
1,001
102
$21K 0.02%
+13,202
103
$17K 0.02%
+1,509
104
– –
-74,553
105
– –
-19,217
106
– –
-1,917
107
– –
-10,035
108
– –
-1,104
109
– –
-911
110
– –
-112,503
111
– –
-2,160
112
– –
-4,684
113
– –
-21,676
114
– –
-2,296
115
– –
-7,076
116
– –
-4,133
117
– –
-11,258
118
– –
-6,443
119
– –
-2,269
120
– –
-1,271
1 2 3 4
5