QWM

Quaker Wealth Management Portfolio holdings

AUM $307M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.66%
2 Utilities 3.39%
3 Technology 1.63%
4 Communication Services 0.81%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$101K 0.06%
+1,417