QWM
QP Wealth Management Portfolio holdings
AUM
$57.3M
This Quarter Return
+9.73%
1 Year Return
+21.9%
3 Year Return
+33.19%
5 Year Return
–
10 Year Return
–
AUM
$61.1M
AUM Growth
+$61.1M
(-4.9%)
Cap. Flow
-$6.92M
Cap. Flow
% of AUM
-11.33%
Top 10 Holdings %
Top 10 Hldgs %
42.35%
Holding
76
New
8
Increased
21
Reduced
28
Closed
12
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$915K |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$896K |
| 3 |
Uber
UBER
|
$718K |
| 4 |
Meta Platforms (Facebook)
META
|
$577K |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$478K |
Top Sells
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% |