RWG

Ratio Wealth Group Portfolio holdings

AUM $537M
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.59M
3
+$4.19M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.51M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.09M

Top Sells

1
+$3.86M
2
+$3.72M
3
+$657K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$479K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$335K

Sector Composition

1 Financials 1.56%
2 Technology 0.59%
3 Healthcare 0.17%
4 Consumer Discretionary 0.16%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,148
52
– –
-133
1 2
3