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
451
$6.16K 0.01%
+29
452
$6.14K 0.01%
+226
453
$6.09K 0.01%
+153
454
$6.06K 0.01%
+35
455
$5.99K 0.01%
+199
456
$5.97K 0.01%
+101
457
$5.95K 0.01%
+293
458
$5.91K 0.01%
+47
459
$5.91K 0.01%
+56
460
$5.83K 0.01%
+107
461
$5.7K 0.01%
+107
462
$5.54K 0.01%
+115
463
$5.54K 0.01%
+72
464
$5.49K 0.01%
+210
465
$5.49K 0.01%
+36
466
$5.45K 0.01%
+51
467
$5.44K 0.01%
+161
468
$5.44K 0.01%
+13
469
$5.41K 0.01%
+14
470
$5.39K 0.01%
+27
471
$5.39K 0.01%
+51
472
$5.32K 0.01%
+37
473
$5.31K 0.01%
+106
474
$5.15K 0.01%
+85
475
$5.11K 0.01%
+170