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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$316K
2 +$311K
3 +$302K
4
DOW icon
Dow Inc
DOW
+$298K
5
ACN icon
Accenture
ACN
+$296K

Top Sells

1 +$2.53M
2 +$287K
3 +$239K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$127K
5
KR icon
Kroger
KR
+$32K

Sector Composition

1 Technology 8.38%
2 Consumer Staples 4.96%
3 Healthcare 3.62%
4 Financials 2.83%
5 Materials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,498