RRWA

Rainey & Randall Wealth Advisors Portfolio holdings

AUM $599M
1-Year Est. Return 10.8%
This Quarter Est. Return
1 Year Est. Return
+10.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$972K
3 +$845K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$686K
5
AMZN icon
Amazon
AMZN
+$644K

Top Sells

1 +$668K
2 +$210K
3 +$207K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$207K
5
TGT icon
Target
TGT
+$206K

Sector Composition

1 Real Estate 2.23%
2 Consumer Discretionary 1.19%
3 Technology 1.1%
4 Financials 0.42%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-513