QPWM

Quadrant Private Wealth Management Portfolio holdings

AUM $482M
1-Year Est. Return 24.03%
This Quarter Est. Return
1 Year Est. Return
+24.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.98M
3
+$1.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.57M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.5M

Top Sells

1
+$32.1M
2
+$12.8M
3
+$4.59M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.65M
5
ABT icon
Abbott
ABT
+$3.01M

Sector Composition

1 Technology 20.11%
2 Communication Services 10.03%
3 Financials 9.5%
4 Healthcare 5.43%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
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