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WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.92M
3
+$3.71M
4
DVY icon
iShares Select Dividend ETF
DVY
+$933K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$626K

Top Sells

1
+$7.16M
2
+$6.9M
3
+$6.76M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.51M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.93M

Sector Composition

1 Technology 9.93%
2 Consumer Staples 6.08%
3 Healthcare 5.9%
4 Financials 5.59%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-830
127
– –
-3,033
128
– –
-1,769
129
– –
-10,309
130
– –
-2,445
131
– –
-93,746
132
– –
-10,369
2 3 4 5
6