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
$61.1M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$915K
2 +$782K
3 +$718K
4
META icon
Meta Platforms (Facebook)
META
+$577K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$478K

Sector Composition

1 Technology 13.59%
2 Consumer Discretionary 9.82%
3 Consumer Staples 8.34%
4 Financials 6.97%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,514