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CQWA

Chokshi & Queen Wealth Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.13M
3
+$831K
4
PLTR icon
Palantir
PLTR
+$812K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$459K

Top Sells

1
+$2.45M
2
+$1.73M
3
+$1.42M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$984K
5
MU icon
Micron Technology
MU
+$801K

Sector Composition

1 Technology 21.65%
2 Consumer Staples 5.62%
3 Consumer Discretionary 5.47%
4 Communication Services 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.46%
16,105
+455
27
$852K 0.45%
7,110
+1,040
28
$830K 0.44%
5,500
-400
29
$786K 0.42%
11,488
30
$720K 0.38%
9,808
31
$654K 0.35%
280
+1
32
$598K 0.32%
1,941
-13
33
$501K 0.27%
+3,500
34
$487K 0.26%
638
-398
35
$477K 0.25%
5,357
+216
36
$465K 0.25%
18,472
+6,105
37
$462K 0.24%
3,174
-500
38
$405K 0.21%
7,099
39
$404K 0.21%
2,853
+290
40
$399K 0.21%
14,620
41
$395K 0.21%
1,832
42
$365K 0.19%
+3,527
43
$356K 0.19%
15,448
+3,532
44
$337K 0.18%
6,604
+527
45
$326K 0.17%
4,477
+465
46
$295K 0.16%
936
+20
47
$285K 0.15%
5,677
-753
48
$260K 0.14%
930
49
$257K 0.14%
+3,648
50
$257K 0.14%
1,652
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