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
$777M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$10.4M
3 +$10.3M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$5.77M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.94M

Sector Composition

1 Financials 6.71%
2 Consumer Staples 3.86%
3 Healthcare 1.51%
4 Technology 1.46%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,789