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
$320M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Sells

1 +$5.97M
2 +$5.2M
3 +$567K
4
STX icon
Seagate
STX
+$190K
5
TGT icon
Target
TGT
+$180K

Sector Composition

1 Technology 3.98%
2 Communication Services 2.37%
3 Healthcare 2.32%
4 Industrials 1.15%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BITW
1051
Bitwise 10 Crypto Index ETF
BITW
$1.03B
-9,648