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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.52M
3
+$3.47M
4
NKE icon
Nike
NKE
+$3.35M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.48%
2 Consumer Discretionary 14.06%
3 Financials 11.02%
4 Healthcare 10.94%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.44%
+10,224
52
$556K 0.43%
+13,349
53
$483K 0.38%
+14,541
54
$475K 0.37%
+13,275
55
$463K 0.36%
+2,447
56
$451K 0.35%
+4,880
57
$440K 0.34%
+34,357
58
$440K 0.34%
+17,965
59
$438K 0.34%
+17,766
60
$424K 0.33%
+4,711
61
$393K 0.31%
+21,330
62
$369K 0.29%
+2,329
63
$348K 0.27%
+4,507
64
$314K 0.24%
+5,634
65
$314K 0.24%
+1,698
66
$306K 0.24%
+6,488
67
$297K 0.23%
+5,834
68
$296K 0.23%
+11,295
69
$283K 0.22%
+25,460
70
$272K 0.21%
+9,367
71
$249K 0.19%
+1,285
72
$233K 0.18%
+15,986
73
$229K 0.18%
+3,912
74
$224K 0.17%
+22,080
75
$215K 0.17%
+5,680
1 2
3
4