MQWP
Morey & Quinn Wealth Partners Portfolio holdings
AUM
$125M
This Quarter Return
+1.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$10.9M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$7.62M |
| 3 |
Apple
AAPL
|
$7.54M |
| 4 |
NVIDIA
NVDA
|
$5.92M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$4.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.01% |
| 2 | Financials | 13.96% |
| 3 | Industrials | 10.28% |
| 4 | Consumer Discretionary | 5.26% |
| 5 | Consumer Staples | 4.07% |
