QWM

Quaker Wealth Management Portfolio holdings

AUM $316M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$2.28M
3 +$2.08M
4
BITW
BITWISE 10 CRYPTO IDX UT
BITW
+$576K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$549K

Top Sells

1 +$7.31M
2 +$2.29M
3 +$2.16M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$428K
5
MNST icon
Monster Beverage
MNST
+$265K

Sector Composition

1 Technology 4.4%
2 Healthcare 2.37%
3 Consumer Discretionary 2.3%
4 Industrials 1.09%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HNGE
1001
Hinge Health
HNGE
$3.37B
-20
BMNR
1002
BitMine Immersion Technologies
BMNR
$9.28B
-120