Q1WB

Quest 10 Wealth Builders Portfolio holdings

AUM $108M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M
2 +$4.62M
3 +$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$4.05M
5
IYW icon
iShares US Technology ETF
IYW
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.45%
2 Healthcare 1.79%
3 Financials 1.61%
4 Consumer Discretionary 1.49%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$32.1K 0.03%
+2,475
227
$31.9K 0.03%
+556
228
$31.7K 0.03%
+190
229
$31.4K 0.03%
+94
230
$31.4K 0.03%
+573
231
$31K 0.03%
+256
232
$30.6K 0.03%
+2,591
233
$30.6K 0.03%
+136
234
$30.6K 0.03%
+439
235
$30.4K 0.03%
+625
236
$30.2K 0.03%
+1,475
237
$30.1K 0.03%
+1,540
238
$29.6K 0.03%
+1,007
239
$29.2K 0.03%
+572
240
$29.2K 0.03%
+1,000
241
$28.8K 0.03%
+1,226
242
$28.7K 0.03%
+508
243
$28.7K 0.03%
+228
244
$28.5K 0.03%
+129
245
$27.8K 0.03%
+648
246
$27.5K 0.03%
+846
247
$27.4K 0.03%
+163
248
$27.1K 0.03%
+669
249
$27K 0.03%
+215
250
$26.8K 0.03%
+143