WQ

Wealth Quarterback Portfolio holdings

AUM $178M
This Quarter Return
-1.04%
1 Year Return
+10.29%
3 Year Return
+32.25%
5 Year Return
10 Year Return
AUM
$178M
AUM Growth
-$35.3M
Cap. Flow
-$30.8M
Cap. Flow %
-17.31%
Top 10 Hldgs %
49.96%
Holding
135
New
16
Increased
49
Reduced
54
Closed
11
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,911
Closed
-$215K
-1,220
Closed
-$232K
-2,455
Closed
-$262K
-401
Closed
-$211K
-4,931
Closed
-$637K
-76,741
Closed
-$5.84M
-1,885
Closed
-$640K
-837
Closed
-$202K
-2,240
Closed
-$263K
-2,418
Closed
-$305K