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
$299M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.55%
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
201
$34.7K 0.01%
+717
202
$34.4K 0.01%
+126
203
$34.3K 0.01%
+1,000
204
$33.5K 0.01%
+120
205
$33.3K 0.01%
+300
206
$33.2K 0.01%
+865
207
$32.5K 0.01%
+166
208
$31.6K 0.01%
+2,300
209
$31.4K 0.01%
+428
210
$31.3K 0.01%
+277
211
$31.2K 0.01%
+1,050
212
$31K 0.01%
+217
213
$30.5K 0.01%
+97
214
$30.4K 0.01%
+914
215
$29.4K 0.01%
+590
216
$29.1K 0.01%
+219
217
$29.1K 0.01%
+1,143
218
$28.7K 0.01%
+450
219
$28.7K 0.01%
+301
220
$28.2K 0.01%
+457
221
$27.8K 0.01%
+104
222
$27.6K 0.01%
+132
223
$26.9K 0.01%
+336
224
$26.8K 0.01%
+386
225
$26.8K 0.01%
+333