RRWA

Rainey & Randall Wealth Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 14.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$5.03M
3 +$1.93M
4
VB icon
Vanguard Small-Cap ETF
VB
+$894K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$756K

Top Sells

1 +$17.4M
2 +$6.55M
3 +$805K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$503K
5
UNH icon
UnitedHealth
UNH
+$329K

Sector Composition

1 Real Estate 2.06%
2 Consumer Discretionary 1.11%
3 Technology 1.09%
4 Communication Services 0.44%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-628