RFW
Rainier Family Wealth Portfolio holdings
AUM
$112M
1-Year Est. Return
27.31%
1 Year Est. Return
+27.31%
AUM
$100M
AUM Growth
+$15.2M
(+18%)
Holding
85
Top Buys
| 1 | +$1.39M | |
| 2 | +$1.31M | |
| 3 | +$1.13M | |
| 4 |
iShares Cybersecurity and Tech ETF
IHAK
|
+$952K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$711K |
Top Sells
| 1 | +$2.32M | |
| 2 | +$1.11M | |
| 3 | +$597K | |
| 4 |
Merck
MRK
|
+$349K |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$332K |
Sector Composition
| 1 | Technology | 26.08% |
| 2 | Financials | 6.03% |
| 3 | Energy | 3.85% |
| 4 | Communication Services | 3.52% |
| 5 | Industrials | 3.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$323B
| $206K | 0.21% |
661
-168
|
|
||
77
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
| $202K | 0.2% |
+5,000
|
|
||
78
Advanced Micro Devices
AMD
$378B
| – | – |
-2,549
|
|
||
79
Darden Restaurants
DRI
$21.9B
| – | – |
-1,043
|
|
||
80
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
| – | – |
-3,000
|
|
||
81
Fidelity High Dividend ETF
FDVV
$6.92B
| – | – |
-22,331
|
|
||
82
IQVIA
IQV
$34.8B
| – | – |
-1,306
|
|
||
83
Medtronic
MDT
$123B
| – | – |
-2,442
|
|
||
|
84
Merck
MRK
$212B
| – | – |
-3,883
|
|
||
85
Thermo Fisher Scientific
TMO
$204B
| – | – |
-489
|
|