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

Top Sells

1 +$478K
2 +$428K
3 +$426K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$369K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$293K

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
-2,415