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
$109M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.14M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$751K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Top Sells

1
+$92.1M
2
+$80.3M
3
+$77.8M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$51.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$44M

Sector Composition

1 Consumer Staples 6.78%
2 Technology 6.01%
3 Healthcare 5.09%
4 Communication Services 5%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$74.5K 0.07%
545
-1,079
177
$74.2K 0.07%
759
-112,004
178
$71.9K 0.07%
1,825
-42,254
179
$71.6K 0.07%
1,188
+5
180
$70.8K 0.07%
6,906
+2,405
181
$70.4K 0.06%
3,675
-857
182
$70.1K 0.06%
7,097
-2,262
183
$70.1K 0.06%
1,415
-13,393
184
$69.1K 0.06%
184
+23
185
$69.1K 0.06%
3,271
-47,531
186
$69K 0.06%
5,291
-28,393
187
$68.6K 0.06%
1,279
-15,652
188
$67.7K 0.06%
9,709
+7,647
189
$67K 0.06%
4,668
-3,742
190
$65.4K 0.06%
2,000
191
$64.7K 0.06%
448
-34,260
192
$64.5K 0.06%
147
-18,893
193
$64.5K 0.06%
1,374
+343
194
$64.4K 0.06%
1,084
+398
195
$63.6K 0.06%
1,280
-177,634
196
$61.9K 0.06%
4,326
-292
197
$61.7K 0.06%
721
-246
198
$60.3K 0.06%
1,958
-5,624
199
$60K 0.06%
508
-94,817
200
$59.2K 0.05%
2,521
-162
6 7
8
9 10