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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
$815M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.38%
2 Consumer Staples 3.74%
3 Technology 2.26%
4 Healthcare 1.33%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,810
127
-1,254
128
-1,802