RRWA
Rainey & Randall Wealth Advisors Portfolio holdings
AUM
$599M
1-Year Est. Return
10.8%
1 Year Est. Return
+10.8%
AUM
$599M
AUM Growth
+$52.5M
(+9.6%)
Holding
78
Top Buys
| 1 | +$9.88M | |
| 2 | +$5M | |
| 3 | +$2.08M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$962K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$816K |
Top Sells
| 1 | +$3.98M | |
| 2 | +$435K | |
| 3 | +$328K | |
| 4 |
AAM Low Duration Preferred and Income Securities ETF
PFLD
|
+$271K |
| 5 |
Walt Disney
DIS
|
+$207K |
Sector Composition
| 1 | Real Estate | 2.23% |
| 2 | Consumer Discretionary | 1.47% |
| 3 | Technology | 1.2% |
| 4 | Communication Services | 0.44% |
| 5 | Financials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CoStar Group
CSGP
$28.8B
| $200K | 0.03% |
+2,372
|
|
||
77
Alerian MLP ETF
AMLP
$10.6B
| $200K | 0.03% |
4,263
+85
|
|
||
|
78
Walt Disney
DIS
$191B
| – | – |
-1,665
|
|