Q1WB
Quest 10 Wealth Builders Portfolio holdings
AUM
$93.4M
1 Year Est. Return
–
AUM
$93.4M
AUM Growth
-$7.1M
(-7.1%)
Holding
849
Top Buys
| 1 | +$299K | |
| 2 | +$243K | |
| 3 | +$194K | |
| 4 |
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
|
+$177K |
| 5 |
TrueShares Structured Outcome August ETF
AUGZ
|
+$169K |
Top Sells
| 1 | +$528K | |
| 2 | +$436K | |
| 3 | +$345K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$340K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$324K |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Healthcare | 1.85% |
| 3 | Consumer Discretionary | 1.5% |
| 4 | Financials | 1.49% |
| 5 | Utilities | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Simplify Enhanced Income ETF
HIGH
$188M
| – | – |
-921
|
|
||
827
Hershey
HSY
$38.1B
| – | – |
-16
|
|
||
828
iShares US Infrastructure ETF
IFRA
$3.07B
| – | – |
-239
|
|
||
829
iShares US Industrials ETF
IYJ
$1.67B
| – | – |
-10
|
|