IE
Insider Edges

RWQ FINANCIAL MANAGEMENT SERVICES, INC. 13F portfolio summary

RWQ FINANCIAL MANAGEMENT SERVICES, INC. of RWQ FINANCIAL MANAGEMENT SERVICES, INC. has 22 current stock holdings with a reported portfolio value of $153.4M. The portfolio 1 year return is +40.72%. Top holdings include QQQ (0.00%), SMH (9.84%), AAPL (9.77%), TSM (9.32%), GEV (8.17%).

Back to investors

RWQ FINANCIAL MANAGEMENT SERVICES, INC.

RWQ FINANCIAL MANAGEMENT SERVICES, INC.
Latest filing: 2026-03-31

RWQ FINANCIAL MANAGEMENT SERVICES, INC. runs RWQ FINANCIAL MANAGEMENT SERVICES, INC. and currently holds 22 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $153.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RWQ FINANCIAL MANAGEMENT SERVICES, INC. ranks #131 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RWQ FINANCIAL MANAGEMENT SERVICES, INC.'s portfolio at RWQ FINANCIAL MANAGEMENT SERVICES, INC. has delivered returns of +40.72%. Their 3-year annualized return is +144.87%. Looking at the 5-year horizon, RWQ FINANCIAL MANAGEMENT SERVICES, INC. has achieved +134.26% annualized returns at RWQ FINANCIAL MANAGEMENT SERVICES, INC..

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+40.72%
#242/1000
3 Year
+144.87%
#110/1000
5 Year
+134.26%
#138/1000

Portfolio Value

$153.44M

Alpha Score

104.6

#131 of 1000

Holdings

22

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change