RFW
Rainier Family Wealth Portfolio holdings
AUM
$100M
This Quarter Return
+3.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.7M
AUM Growth
–
Cap. Flow
+$82.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.97%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.1M |
| 2 |
NVIDIA
NVDA
|
$5.92M |
| 3 |
Microsoft
MSFT
|
$5.39M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$3.91M |
| 5 |
Apple
AAPL
|
$3.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.77% |
| 2 | Financials | 7.29% |
| 3 | Consumer Discretionary | 4.62% |
| 4 | Communication Services | 4.35% |
| 5 | Healthcare | 4.05% |
