RWG
Ratio Wealth Group Portfolio holdings
AUM
$537M
1-Year Return
15.15%
This Quarter Return
+14.02%
1 Year Return
+15.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.06%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.9M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$12.4M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.2M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.71% |
| 2 | Technology | 0.72% |
| 3 | Healthcare | 0.2% |
| 4 | Consumer Discretionary | 0.18% |
| 5 | Communication Services | 0.11% |
