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
201
$410K 0.01%
5,340
-180
202
$404K 0.01%
96
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203
$402K 0.01%
2,468
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204
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4,760
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205
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206
$398K 0.01%
2,599
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207
$387K 0.01%
612
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208
$384K 0.01%
1,512
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209
$382K 0.01%
4,194
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210
$378K 0.01%
1,330
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211
$375K 0.01%
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212
$372K 0.01%
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213
$372K 0.01%
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214
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215
$369K 0.01%
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216
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217
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218
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219
$362K 0.01%
2,865
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220
$360K 0.01%
1,044
221
$358K 0.01%
33,796
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222
$354K 0.01%
2,753
-116
223
$353K 0.01%
3,387
+34
224
$351K 0.01%
4,029
-244
225
$350K 0.01%
860
+38