W

Wealthquest Portfolio holdings

AUM $1.27B
1-Year Est. Return 11.68%
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$16.6M
3 +$14.9M
4
PG icon
Procter & Gamble
PG
+$11.5M
5
DTV
DIRECTV COM STK (DE)
DTV
+$5.75M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.83%
2 Technology 8.26%
3 Healthcare 3.71%
4 Financials 3.07%
5 Energy 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$169K 0.17%
+11,009
52
$138K 0.14%
+16,900
53
$52K 0.05%
+2,000