QPWM
Quadrant Private Wealth Management Portfolio holdings
AUM
$482M
This Quarter Return
-20.35%
1 Year Return
+24.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+7%)
Cap. Flow
+$37.8M
Cap. Flow
% of AUM
31.61%
Top 10 Holdings %
Top 10 Hldgs %
37.63%
Holding
164
New
52
Increased
66
Reduced
17
Closed
17
Top Buys
| 1 |
PNC Financial Services
PNC
|
$3.92M |
| 2 |
Amazon
AMZN
|
$2.26M |
| 3 |
Citigroup
C
|
$2.11M |
| 4 |
Apple
AAPL
|
$1.84M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.22M |
Top Sells
Sector Composition
| 1 | Financials | 22.27% |
| 2 | Technology | 19.79% |
| 3 | Communication Services | 10.55% |
| 4 | Healthcare | 9.32% |
| 5 | Consumer Discretionary | 7.34% |
