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
$69.5M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 11.71%
2 Technology 11.43%
3 Healthcare 8.16%
4 Communication Services 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,080