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
$144M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.29M
3
+$2.33M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.29M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.28M

Top Sells

1
+$4.97M
2
+$4.76M
3
+$735K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$313K

Sector Composition

1 Technology 8.87%
2 Consumer Staples 5.26%
3 Financials 5.06%
4 Healthcare 4.78%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-1,899
127
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-10,070
128
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-1,208
129
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-4,011
130
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-44,283
131
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-9,021
132
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-1,754
133
– –
-2,758
2 3 4 5
6