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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
$265M
AUM Growth
+$20K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Sector Composition

1 Financials 15.09%
2 Consumer Staples 7.35%
3 Healthcare 3.9%
4 Industrials 3.06%
5 Technology 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,511
127
-22,162
128
-1,514
129
-9,170
130
-12,375
131
-1,866