QWM

Quaker Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 13.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.55%
2 Consumer Discretionary 2.44%
3 Healthcare 2.36%
4 Communication Services 1.8%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.8K 0.01%
+217
227
$26.4K 0.01%
+404
228
$26.2K 0.01%
+7,000
229
$26.1K 0.01%
+46
230
$25.9K 0.01%
+755
231
$25.9K 0.01%
+120
232
$25.6K 0.01%
+226
233
$25.1K 0.01%
+1,227
234
$25K 0.01%
+24
235
$24.7K 0.01%
+523
236
$24.5K 0.01%
+83
237
$24.2K 0.01%
+59
238
$22.3K 0.01%
+97
239
$21.9K 0.01%
+142
240
$21.9K 0.01%
+239
241
$21.6K 0.01%
+235
242
$21.5K 0.01%
+214
243
$21.4K 0.01%
+48
244
$21.3K 0.01%
+70
245
$21.3K 0.01%
+400
246
$20.4K 0.01%
+389
247
$20.4K 0.01%
+40
248
$19.9K 0.01%
+264
249
$19.8K 0.01%
+668
250
$19.4K 0.01%
+192