RWA

Rainsberger Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 15.24%
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$4.1M
3 +$1.27M
4
LOW icon
Lowe's Companies
LOW
+$903K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$862K

Top Sells

1 +$1.13M
2 +$878K
3 +$596K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$454K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$361K

Sector Composition

1 Technology 7.43%
2 Consumer Staples 4.83%
3 Healthcare 3.31%
4 Financials 2.44%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,761
77
-13,460