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
626
$1.09K ﹤0.01%
+14
627
$1.08K ﹤0.01%
+19
628
$1.08K ﹤0.01%
+16
629
$1.04K ﹤0.01%
+12
630
$1K ﹤0.01%
+17
631
$976 ﹤0.01%
+19
632
$975 ﹤0.01%
+102
633
$973 ﹤0.01%
+16
634
$923 ﹤0.01%
+23
635
$894 ﹤0.01%
+205
636
$873 ﹤0.01%
+9
637
$850 ﹤0.01%
+18
638
$844 ﹤0.01%
+3
639
$805 ﹤0.01%
+44
640
$791 ﹤0.01%
+26
641
$780 ﹤0.01%
+8
642
$775 ﹤0.01%
+16
643
$772 ﹤0.01%
+112
644
$763 ﹤0.01%
+6
645
$747 ﹤0.01%
+35
646
$703 ﹤0.01%
+12
647
$595 ﹤0.01%
+25
648
$561 ﹤0.01%
+4
649
$546 ﹤0.01%
+12
650
$521 ﹤0.01%
+55
24 25
26
27 28