QWM
QP Wealth Management Portfolio holdings
AUM
$57.3M
1-Year Est. Return
21.9%
1 Year Est. Return
+21.9%
AUM
$63.1M
AUM Growth
+$2.01M
(+3.3%)
Holding
79
Top Buys
| 1 | +$799K | |
| 2 | +$753K | |
| 3 | +$745K | |
| 4 |
Bruker
BRKR
|
+$694K |
| 5 |
FT Vest Gold Strategy Target Income ETF
IGLD
|
+$317K |
Top Sells
| 1 | +$1.22M | |
| 2 | +$1.21M | |
| 3 | +$950K | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$948K |
| 5 |
Abbott
ABT
|
+$818K |
Sector Composition
| 1 | Technology | 15.32% |
| 2 | Consumer Discretionary | 10.72% |
| 3 | Consumer Staples | 8.14% |
| 4 | Communication Services | 7.92% |
| 5 | Financials | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Preferred and Income Securities ETF
PFF
$14.6B
| – | – |
-30,355
|
|
||
77
UnitedHealth
UNH
$323B
| – | – |
-2,557
|
|
||
78
YPF
YPF
$10.2B
| – | – |
-20,900
|
|
||
79
Melco Resorts & Entertainment
MLCO
$3.08B
| – | – |
-13,716
|
|