QPWM

Quadrant Private Wealth Management Portfolio holdings

AUM $548M
1-Year Est. Return 27.15%
This Quarter Est. Return
1 Year Est. Return
+27.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$855K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$826K
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$778K

Top Sells

1
+$4.92M
2
+$1.62M
3
+$1.4M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$924K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$776K

Sector Composition

1 Technology 18.97%
2 Financials 15.26%
3 Healthcare 8.27%
4 Communication Services 7.43%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
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