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
301
$18.3K 0.02%
+864
302
$18.1K 0.02%
+148
303
$18K 0.02%
+332
304
$17.9K 0.02%
+306
305
$17.9K 0.02%
+155
306
$17.8K 0.02%
+150
307
$17.7K 0.02%
+472
308
$17.7K 0.02%
+83
309
$17.6K 0.02%
+137
310
$17.6K 0.02%
+63
311
$17.6K 0.02%
+200
312
$17.5K 0.02%
+358
313
$17.5K 0.02%
+274
314
$17.1K 0.02%
+525
315
$17K 0.02%
+320
316
$16.9K 0.02%
+157
317
$16.8K 0.02%
+220
318
$16.8K 0.02%
+145
319
$16.8K 0.02%
+88
320
$16.6K 0.02%
+116
321
$16.2K 0.02%
+56
322
$16K 0.02%
+28
323
$15.8K 0.02%
+115
324
$15.7K 0.02%
+182
325
$15.6K 0.02%
+209