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
$213M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.34M
3
+$5.84M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.93M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.7M

Top Sells

1
+$3.13M
2
+$2.75M
3
+$2.1M
4
SH icon
ProShares Short S&P500
SH
+$927K
5
PEP icon
PepsiCo
PEP
+$835K

Sector Composition

1 Technology 11.19%
2 Financials 4.26%
3 Industrials 3.87%
4 Consumer Staples 3.57%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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131
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132
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-2,551
133
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-1,465
134
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-3,955
135
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136
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-2,602
137
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-5,030
138
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-2,999
2 3 4 5
6