RW
Rand Wealth Portfolio holdings
AUM
$893M
1-Year Return
9.85%
This Quarter Return
+1.81%
1 Year Return
+9.85%
3 Year Return
+40.45%
5 Year Return
+53.04%
10 Year Return
–
AUM
$718M
AUM Growth
+$10.2M
(+1.4%)
Cap. Flow
+$1.77M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
25.08%
Holding
221
New
6
Increased
57
Reduced
98
Closed
5
Top Buys
| 1 |
RTX Corp
RTX
|
$1.48M |
| 2 |
Caterpillar
CAT
|
$1.46M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.32M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
| 5 |
Gilead Sciences
GILD
|
$890K |
Top Sells
Sector Composition
| 1 | Healthcare | 9.19% |
| 2 | Technology | 8.02% |
| 3 | Industrials | 7.86% |
| 4 | Financials | 7.46% |
| 5 | Consumer Staples | 6.83% |
