RWM

RBA Wealth Management Portfolio holdings

AUM $268M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$1.09M
3 +$771K
4
CTRA icon
Coterra Energy
CTRA
+$281K
5
CMCSA icon
Comcast
CMCSA
+$226K

Top Sells

1 +$4.28M
2 +$4.09M
3 +$3.64M
4
WMT icon
Walmart
WMT
+$3.5M
5
PG icon
Procter & Gamble
PG
+$3.29M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 15.7%
3 Healthcare 15.01%
4 Financials 14.11%
5 Industrials 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-33,631
277
-3,784
278
-18,537