QWM
QP Wealth Management Portfolio holdings
AUM
$57.3M
This Quarter Return
+22.27%
1 Year Return
+21.9%
3 Year Return
+33.19%
5 Year Return
–
10 Year Return
–
AUM
$72.3M
AUM Growth
+$72.3M
(+4.8%)
Cap. Flow
-$4.16M
Cap. Flow
% of AUM
-5.75%
Top 10 Holdings %
Top 10 Hldgs %
48.68%
Holding
68
New
6
Increased
14
Reduced
32
Closed
10
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$5.48M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.78M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$538K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$439K |
| 5 |
NetEase
NTES
|
$248K |
Top Sells
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Communication Services | 8.85% |
| 3 | Consumer Discretionary | 8.55% |
| 4 | Healthcare | 8.34% |
| 5 | Consumer Staples | 5.89% |
