Q1WB
Quest 10 Wealth Builders Portfolio holdings
AUM
$93.4M
This Quarter Return
+0.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.75%
Holding
714
New
714
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.12M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.62M |
| 3 |
Vanguard Growth ETF
VUG
|
$4.54M |
| 4 |
Vanguard Value ETF
VTV
|
$4.05M |
| 5 |
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% |
