WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
This Quarter Return
-3.62%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-20%)
Cap. Flow
-$24.3M
Cap. Flow
% of AUM
-20.98%
Top 10 Holdings %
Top 10 Hldgs %
44.84%
Holding
132
New
10
Increased
40
Reduced
55
Closed
21
Top Buys
Top Sells
| 1 |
Invesco S&P 500 High Beta ETF
SPHB
|
$7.16M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$6.76M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.63M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$5.4M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.76M |
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Consumer Staples | 6.08% |
| 3 | Healthcare | 5.88% |
| 4 | Financials | 5.59% |
| 5 | Consumer Discretionary | 4.46% |
