QWM
Quadcap Wealth Management Portfolio holdings
AUM
$877M
1-Year Est. Return
22.03%
This Fund
S&P 500
1 Year Est. Return
+22.03%
AUM
$877M
AUM Growth
+$3.9M
(+0.45%)
Holding
408
Top Buys
| 1 | +$3.93M | |
| 2 | +$3.33M | |
| 3 | +$2.9M | |
| 4 |
Capital Group Core Bond ETF
CGCB
|
+$2.76M |
| 5 |
Procure Space ETF
UFO
|
+$2.7M |
Top Sells
| 1 | +$1.49M | |
| 2 | +$990K | |
| 3 | +$775K | |
| 4 |
American Beacon GLG Natural Resources ETF
MGNR
|
+$751K |
| 5 |
FirstEnergy
FE
|
+$697K |
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Financials | 4.45% |
| 3 | Industrials | 3.82% |
| 4 | Consumer Discretionary | 3.63% |
| 5 | Communication Services | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Smith & Nephew
SNN
$12.7B
| – | – |
-7,907
|
|
||
402
SoFi Technologies
SOFI
$21.6B
| – | – |
-8,153
|
|
||
403
iShares TIPS Bond ETF
TIP
$15B
| – | – |
-2,036
|
|
||
404
T-REX 2X Long Tesla Daily Target ETF
TSLT
$271M
| – | – |
-7,522
|
|
||
405
Vistra
VST
$53.2B
| – | – |
-2,312
|
|
||
406
Warner Bros
WBD
$68B
| – | – |
-8,275
|
|
||
407
Willis Towers Watson
WTW
$23.8B
| – | – |
-636
|
|
||
|
XYZ
408
Block Inc
XYZ
$41.5B
| – | – |
-3,373
|
|