CQWA

Chokshi & Queen Wealth Advisors Portfolio holdings

AUM $189M
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.62M
3
+$1.14M
4
VRT icon
Vertiv
VRT
+$490K
5
AMZN icon
Amazon
AMZN
+$438K

Top Sells

1
+$1.76M
2
+$1.11M
3
+$778K
4
MSFT icon
Microsoft
MSFT
+$396K
5
AMD icon
Advanced Micro Devices
AMD
+$302K

Sector Composition

1 Technology 22.01%
2 Consumer Staples 6.98%
3 Consumer Discretionary 4.92%
4 Financials 4.64%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.13%
1,000
52
– –
-2,500
1 2
3