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
$208M
AUM Growth
-$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$640K
3 +$407K
4
EIX icon
Edison International
EIX
+$193K
5
NXPI icon
NXP Semiconductors
NXPI
+$166K

Top Sells

1 +$4.29M
2 +$527K
3 +$516K
4
TSLA icon
Tesla
TSLA
+$275K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$264K

Sector Composition

1 Technology 26.43%
2 Healthcare 11.85%
3 Financials 11.25%
4 Consumer Discretionary 10.96%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$888K 0.43%
11,052
-210
52
$799K 0.38%
2,967
-110
53
$792K 0.38%
3,167
-1,100
54
$765K 0.37%
4,913
-331
55
$761K 0.37%
5,985
-33,723
56
$737K 0.35%
10,557
+494
57
$690K 0.33%
3,541
-123
58
$640K 0.31%
+4,569
59
$564K 0.27%
5,366
-24
60
$543K 0.26%
3,743
-13
61
$466K 0.22%
5,104
-220
62
$416K 0.2%
2,000
63
$401K 0.19%
2,195
-48
64
$390K 0.19%
5,198
-410
65
$389K 0.19%
21,372
-1,452
66
$357K 0.17%
2,813
-161
67
$336K 0.16%
2,808
+1
68
$328K 0.16%
12,113
-141
69
$319K 0.15%
3,935
+90
70
$318K 0.15%
14,372
+986
71
$302K 0.15%
13,401
+738
72
$287K 0.14%
13,356
+144
73
$283K 0.14%
1,070
-12
74
$268K 0.13%
10,824
-721
75
$267K 0.13%
4,993
-358