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
$118M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$4.01M
3 +$648K
4
CPB icon
Campbell Soup
CPB
+$580K
5
WM icon
Waste Management
WM
+$540K

Sector Composition

1 Technology 9.02%
2 Consumer Staples 5.95%
3 Healthcare 5.06%
4 Financials 4.34%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,215
127
-5,854
128
-3,278
129
-4,313