QWM

QP Wealth Management Portfolio holdings

AUM $57.3M
1-Year Est. Return 21.9%
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.6M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$1.37M
3 +$690K
4
AMLP icon
Alerian MLP ETF
AMLP
+$402K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$371K

Top Sells

1 +$1.44M
2 +$1.24M
3 +$640K
4
AAPL icon
Apple
AAPL
+$536K
5
NTES icon
NetEase
NTES
+$313K

Sector Composition

1 Technology 13.04%
2 Consumer Discretionary 11.75%
3 Communication Services 7.97%
4 Financials 7.48%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,375