QFW
QTR Family Wealth Portfolio holdings
AUM
$161M
This Quarter Return
-5.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.8%
Holding
162
New
162
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Biohaven
BHVN
|
+$7.99M |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$6.41M |
| 3 |
Apple
AAPL
|
+$5.98M |
| 4 |
Microsoft
MSFT
|
+$4.5M |
| 5 |
NVIDIA
NVDA
|
+$3.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.19% |
| 2 | Healthcare | 10.34% |
| 3 | Financials | 8.01% |
| 4 | Consumer Discretionary | 6.49% |
| 5 | Communication Services | 5.82% |
