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

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