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
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.81%
2 Consumer Staples 6.24%
3 Healthcare 4.47%
4 Industrials 2.68%
5 Technology 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.08%
+3,860
127
$146K 0.06%
+11,009
128
$112K 0.05%
+14,716