QWM
Quadcap Wealth Management Portfolio holdings
AUM
$847M
1-Year Est. Return
19.71%
1 Year Est. Return
+19.71%
AUM
$787M
AUM Growth
+$97.5M
(+14%)
Holding
402
Top Buys
| 1 | +$4.52M | |
| 2 | +$4.3M | |
| 3 | +$1.96M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$1.74M |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$1.58M |
Top Sells
| 1 | +$734K | |
| 2 | +$548K | |
| 3 | +$545K | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$488K |
| 5 |
Dimensional Emerging Markets High Profitability ETF
DEHP
|
+$480K |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Financials | 5.41% |
| 3 | Consumer Discretionary | 4.16% |
| 4 | Communication Services | 3.99% |
| 5 | Industrials | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Williams Companies
WMB
$75.2B
| – | – |
-3,689
|
|
||
|
GAP
402
The Gap Inc
GAP
$9.94B
| – | – |
-18,636
|
|