QWM
Quaker Wealth Management Portfolio holdings
AUM
$299M
1 Year Est. Return
–
AUM
$299M
AUM Growth
–
Holding
1,007
Top Buys
| 1 | +$57.1M | |
| 2 | +$29.2M | |
| 3 | +$22.3M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$16.3M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$15.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.56% |
| 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 | |
|---|---|---|---|---|---|---|
1001
SEI Investments
SEIC
$9.99B
| – | – |
0
|
|
||
1002
Stifel
SF
$11.3B
| – | – |
0
|
|
||
1003
Snap
SNAP
$12.9B
| – | – |
0
|
|
||
1004
Synovus
SNV
$6.29B
| – | – |
0
|
|
||
1005
Shutterstock
SSTK
$910M
| – | – |
0
|
|
||
1006
Commault Systems
CVLT
$7.64B
| – | – |
0
|
|
||
|
DFS
1007
DELISTED
Discover Financial Services
DFS
| – | – |
0
|
|