W

Wealthquest Portfolio holdings

AUM $1.32B
1-Year Est. Return 14.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$8.68M
3 +$5.38M
4
LLY icon
Eli Lilly
LLY
+$5.2M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$3.66M

Sector Composition

1 Financials 4.31%
2 Technology 2.34%
3 Consumer Staples 2.34%
4 Healthcare 1.08%
5 Industrials 0.61%