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
$121M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.69M
3
+$4.67M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$4.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.37M

Top Sells

1
+$3.02M
2
+$2.18M
3
+$2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.23M
5
MCD icon
McDonald's
MCD
+$626K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.72%
3 Consumer Staples 5.65%
4 Financials 3.96%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.17%
+2,061
102
$207K 0.17%
+2,181
103
$205K 0.17%
2,348
-771
104
$205K 0.17%
+2,150
105
$204K 0.17%
+500
106
$204K 0.17%
+980
107
$203K 0.17%
+4,262
108
$202K 0.17%
2,215
-872
109
$202K 0.17%
+3,278
110
$202K 0.17%
+1,056
111
$200K 0.17%
+3,184
112
$181K 0.15%
2,643
+98
113
$172K 0.14%
10,898
114
$130K 0.11%
11,395
+194
115
$116K 0.1%
10,215
+86
116
$106K 0.09%
2,000
117
$20.6K 0.02%
1,001
118
$20.6K 0.02%
13,202
119
$11.4K 0.01%
1,108
-401
120
– –
-39,187
1 2 3 4
5