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
351
$12.3K 0.01%
+705
352
$12.3K 0.01%
+181
353
$12.2K 0.01%
+356
354
$12K 0.01%
+37
355
$11.9K 0.01%
+153
356
$11.7K 0.01%
+373
357
$11.7K 0.01%
+136
358
$11.6K 0.01%
+227
359
$11.6K 0.01%
+59
360
$11.6K 0.01%
+300
361
$11.5K 0.01%
+241
362
$11.5K 0.01%
+409
363
$11.4K 0.01%
+58
364
$11.4K 0.01%
+273
365
$11.3K 0.01%
+430
366
$11.2K 0.01%
+200
367
$11.2K 0.01%
+171
368
$11.1K 0.01%
+120
369
$11.1K 0.01%
+239
370
$11K 0.01%
+292
371
$10.8K 0.01%
+119
372
$10.7K 0.01%
+37
373
$10.7K 0.01%
+818
374
$10.7K 0.01%
+380
375
$10.7K 0.01%
+86