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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
$938M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$3.29M
3 +$1.59M
4
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$1.49M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$1.3M

Sector Composition

1 Financials 5.06%
2 Consumer Staples 3.53%
3 Technology 2.14%
4 Healthcare 1.36%
5 Energy 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,722
127
-865
128
-6,076
129
-2,025
130
-549
131
-2,077