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
376
$10.6K 0.01%
+10
377
$10.6K 0.01%
+90
378
$10.2K 0.01%
+858
379
$10.1K 0.01%
+45
380
$10K 0.01%
+296
381
$9.91K 0.01%
+91
382
$9.9K 0.01%
+157
383
$9.87K 0.01%
+204
384
$9.62K 0.01%
+77
385
$9.35K 0.01%
+39
386
$9.31K 0.01%
+365
387
$9.3K 0.01%
+90
388
$9.23K 0.01%
+181
389
$9.08K 0.01%
+120
390
$9.05K 0.01%
+87
391
$9.01K 0.01%
+30
392
$9K 0.01%
+48
393
$8.91K 0.01%
+10
394
$8.79K 0.01%
+163
395
$8.76K 0.01%
+714
396
$8.7K 0.01%
+109
397
$8.59K 0.01%
+116
398
$8.58K 0.01%
+88
399
$8.52K 0.01%
+14
400
$8.5K 0.01%
+134