RFW
Rainier Family Wealth Portfolio holdings
AUM
$112M
1-Year Est. Return
27.31%
1 Year Est. Return
+27.31%
AUM
$112M
AUM Growth
+$12.1M
(+12%)
Holding
80
Top Buys
| 1 | +$1.15M | |
| 2 | +$659K | |
| 3 | +$515K | |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$446K |
| 5 |
Microsoft
MSFT
|
+$360K |
Top Sells
| 1 | +$293K | |
| 2 | +$286K | |
| 3 | +$283K | |
| 4 |
Steris
STE
|
+$281K |
| 5 |
Allstate
ALL
|
+$259K |
Sector Composition
| 1 | Technology | 27.77% |
| 2 | Financials | 4.17% |
| 3 | Energy | 3.86% |
| 4 | Communication Services | 3.77% |
| 5 | Consumer Discretionary | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$88.6B
| – | – |
-1,168
|
|
||
77
S&P Global
SPGI
$149B
| – | – |
-556
|
|
||
|
78
Steris
STE
$25.4B
| – | – |
-1,171
|
|
||
79
UnitedHealth
UNH
$294B
| – | – |
-661
|
|
||
80
Verizon
VZ
$171B
| – | – |
-5,523
|
|