WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.57M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.27M

Top Sells

1
+$2.48M
2
+$1.27M
3
+$1.06M
4
NKE icon
Nike
NKE
+$938K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$882K

Sector Composition

1 Technology 8.55%
2 Consumer Staples 6.01%
3 Healthcare 5.27%
4 Communication Services 5%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,488
127
– –
-10,490
128
– –
-4,619
129
– –
-3,137
130
– –
-3,492
131
– –
-3,982
2 3 4 5
6