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
$176M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.49M
3
+$1.9M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.82M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$871K

Top Sells

1
+$7.72M
2
+$7.38M
3
+$893K
4
TSLA icon
Tesla
TSLA
+$780K
5
KR icon
Kroger
KR
+$769K

Sector Composition

1 Technology 11.54%
2 Financials 4.72%
3 Industrials 4.71%
4 Consumer Staples 4.49%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,852
127
– –
-87,986
128
– –
-1,365
129
– –
-3,507
130
– –
-13,453
131
– –
-9,247
132
– –
-2,219
133
– –
-1,855
134
– –
-1,586
2 3 4 5
6