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
251
$26.6K 0.03%
+163
252
$26.6K 0.03%
+379
253
$26.3K 0.03%
+1,420
254
$26.1K 0.03%
+101
255
$25.8K 0.03%
+294
256
$25.6K 0.03%
+918
257
$25.3K 0.03%
+327
258
$25K 0.02%
+823
259
$25K 0.02%
+133
260
$24.4K 0.02%
+341
261
$24.3K 0.02%
+930
262
$24.2K 0.02%
+75
263
$24K 0.02%
+262
264
$24K 0.02%
+293
265
$24K 0.02%
+83
266
$23.8K 0.02%
+264
267
$23.8K 0.02%
+249
268
$23.8K 0.02%
+260
269
$23.6K 0.02%
+67
270
$23.5K 0.02%
+197
271
$23.5K 0.02%
+451
272
$23.4K 0.02%
+259
273
$23.2K 0.02%
+532
274
$23K 0.02%
+400
275
$23K 0.02%
+207