QWM

QP Wealth Management Portfolio holdings

AUM $113M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
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 +$3.04M
2 +$1.28M
3 +$642K
4
AMLP icon
Alerian MLP ETF
AMLP
+$377K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$358K

Top Sells

1 +$1.38M
2 +$1.24M
3 +$634K
4
AAPL icon
Apple
AAPL
+$486K
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