QWM
Quaker Wealth Management Portfolio holdings
AUM
$320M
1-Year Est. Return
13.73%
This Fund
S&P 500
1 Year Est. Return
+13.73%
AUM
$316M
AUM Growth
+$8.22M
(+2.7%)
Holding
1,003
Top Buys
| 1 | +$8.34M | |
| 2 | +$2.28M | |
| 3 | +$2.08M | |
| 4 |
BITW
Bitwise 10 Crypto Index ETF
BITW
|
+$576K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$549K |
Top Sells
| 1 | +$7.31M | |
| 2 | +$2.29M | |
| 3 | +$2.16M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$428K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1001
Texas Roadhouse
TXRH
$10.4B
| – | – |
-2
|
|
||
|
CNH
1002
CNH Industrial
CNH
$13B
| – | – |
-26
|
|