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
$652M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.17%
2 Consumer Staples 5.34%
3 Technology 2.49%
4 Healthcare 1.92%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$242K 0.04%
1,211
127
$239K 0.04%
2,369
128
$236K 0.04%
5,878
129
$234K 0.04%
496
130
$231K 0.04%
1,334
131
$224K 0.03%
4,678
132
$223K 0.03%
1,825
133
$216K 0.03%
3,416
134
$211K 0.03%
421
135
$208K 0.03%
1,935
136
$206K 0.03%
5,496
137
$203K 0.03%
490
138
$201K 0.03%
562