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
276
$23K 0.02%
+182
277
$22.9K 0.02%
+119
278
$22.6K 0.02%
+673
279
$22.6K 0.02%
+499
280
$22.5K 0.02%
+32
281
$22.4K 0.02%
+372
282
$21.8K 0.02%
+1,154
283
$21.6K 0.02%
+350
284
$21.4K 0.02%
+354
285
$21.4K 0.02%
+300
286
$21.3K 0.02%
+843
287
$21.2K 0.02%
+64
288
$21.2K 0.02%
+921
289
$21.2K 0.02%
+508
290
$21.1K 0.02%
+191
291
$20.8K 0.02%
+419
292
$20.2K 0.02%
+861
293
$20.2K 0.02%
+227
294
$20.1K 0.02%
+224
295
$20.1K 0.02%
+560
296
$19.8K 0.02%
+323
297
$19.2K 0.02%
+435
298
$19K 0.02%
+355
299
$18.5K 0.02%
+229
300
$18.4K 0.02%
+91