QWM

QP Wealth Management Portfolio holdings

AUM $113M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$6.59M
3 +$5.85M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
TSLA icon
Tesla
TSLA
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.62%
2 Communication Services 10.62%
3 Consumer Discretionary 8.55%
4 Financials 7.64%
5 Industrials 6.29%