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
$164M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$6.12M
3 +$5.58M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.23M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M

Top Sells

1 +$5.87M
2 +$3.22M
3 +$1.44M
4
D icon
Dominion Energy
D
+$810K
5
WM icon
Waste Management
WM
+$693K

Sector Composition

1 Technology 9.24%
2 Consumer Staples 5.44%
3 Financials 5.23%
4 Healthcare 4.98%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,362
127
-10,898
128
-4,545