RWA
Rainsberger Wealth Advisors Portfolio holdings
AUM
$183M
This Quarter Return
+7.01%
1 Year Return
+15.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.68%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$10.5M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.49M |
| 3 |
Schwab International Equity ETF
SCHF
|
$9.22M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$8.4M |
| 5 |
Invesco QQQ Trust
QQQ
|
$7.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Consumer Staples | 2.71% |
| 3 | Healthcare | 2.36% |
| 4 | Consumer Discretionary | 2.29% |
| 5 | Financials | 2.19% |
