QWP

Quotient Wealth Partners Portfolio holdings

AUM $3.65B
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$1.32M
3 +$788K
4
NVDA icon
NVIDIA
NVDA
+$752K
5
MSFT icon
Microsoft
MSFT
+$648K

Sector Composition

1 Energy 2.96%
2 Technology 2.46%
3 Financials 1.02%
4 Healthcare 0.73%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$348K 0.01%
331
+3
227
$347K 0.01%
60,420
228
$343K 0.01%
2,133
+199
229
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231
$333K 0.01%
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232
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7,423
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233
$330K 0.01%
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234
$329K 0.01%
3,478
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235
$326K 0.01%
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236
$326K 0.01%
3,139
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237
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238
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239
$323K 0.01%
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240
$322K 0.01%
7,031
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241
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1,578
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245
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3,460
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246
$308K 0.01%
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247
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1,346
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248
$304K 0.01%
1,773
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249
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250
$301K 0.01%
2,161