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
$393M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$93.8M
2 +$24.1M
3 +$24M
4
AFG icon
American Financial Group
AFG
+$21.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$19.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.56%
2 Financials 6.48%
3 Healthcare 2.34%
4 Technology 2.2%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.05%
+5,113
102
$203K 0.05%
+3,655
103
$203K 0.05%
+772