RRWA

Rainey & Randall Wealth Advisors Portfolio holdings

AUM $546M
1-Year Est. Return 10.36%
This Quarter Est. Return
1 Year Est. Return
+10.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.51M
3 +$2.34M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.02M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.8M

Sector Composition

1 Consumer Discretionary 6.26%
2 Real Estate 2.22%
3 Technology 1.09%
4 Communication Services 0.18%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,660
52
-2,989
53
-31,520