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
326
$15.6K 0.02%
+289
327
$15.5K 0.02%
+674
328
$15.5K 0.02%
+135
329
$15.5K 0.02%
+47
330
$15.3K 0.02%
+116
331
$15.2K 0.02%
+32
332
$15.2K 0.02%
+399
333
$15.2K 0.02%
+204
334
$15K 0.01%
+492
335
$14.6K 0.01%
+60
336
$14.6K 0.01%
+578
337
$14.5K 0.01%
+60
338
$14.4K 0.01%
+447
339
$14.4K 0.01%
+133
340
$14.3K 0.01%
+435
341
$13.8K 0.01%
+500
342
$13.6K 0.01%
+147
343
$13.6K 0.01%
+55
344
$13.5K 0.01%
+309
345
$13.4K 0.01%
+113
346
$13.2K 0.01%
+174
347
$13K 0.01%
+797
348
$12.8K 0.01%
+149
349
$12.8K 0.01%
+132
350
$12.6K 0.01%
+140