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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
51
$254K 0.13%
835
+11
52
$250K 0.13%
3,505
+1
53
$244K 0.13%
2,564
54
$243K 0.13%
2,455
55
$232K 0.12%
+4,000
56
$228K 0.12%
+4,274
57
$211K 0.11%
1,061
58
$206K 0.11%
+2,815
59
$206K 0.11%
+1,706
60
$202K 0.11%
+4,006
61
$107K 0.06%
+2,300
62
– –
-3,500
63
– –
-1,000
64
– –
-6,500
1 2
3