QPW
Quantum Private Wealth Portfolio holdings
AUM
$309M
1-Year Return
35.17%
This Quarter Return
+5.68%
1 Year Return
+35.17%
3 Year Return
+190.94%
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
+$11.9M
(+4.4%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
49.32%
Holding
197
New
18
Increased
45
Reduced
63
Closed
12
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.23M |
| 2 |
Amgen
AMGN
|
$916K |
| 3 |
AB US Large Cap Strategic Equities ETF
LRGC
|
$758K |
| 4 |
SYFI
AB Short Duration High Yield ETF
SYFI
|
$645K |
| 5 |
AB Disruptors ETF
FWD
|
$615K |
Top Sells
| 1 |
Baxter International
BAX
|
$729K |
| 2 |
Stifel
SF
|
$549K |
| 3 |
Zoetis
ZTS
|
$504K |
| 4 |
Huntington Bancshares
HBAN
|
$416K |
| 5 |
Bloomin' Brands
BLMN
|
$390K |
Sector Composition
| 1 | Technology | 36.52% |
| 2 | Communication Services | 15.66% |
| 3 | Consumer Discretionary | 14.11% |
| 4 | Healthcare | 8.52% |
| 5 | Industrials | 5.94% |
