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
$229M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$4.58M
3 +$4.31M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$212K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K

Top Sells

1 +$4.74M
2 +$3.78M
3 +$3.69M
4
AVGO icon
Broadcom
AVGO
+$447K
5
ADBE icon
Adobe
ADBE
+$167K

Sector Composition

1 Technology 27.79%
2 Healthcare 11.5%
3 Financials 11.19%
4 Consumer Discretionary 11.07%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.02M 0.44%
11,010
-42
52
$970K 0.42%
3,869
-246
53
$864K 0.38%
2,837
-130
54
$854K 0.37%
5,325
+756
55
$787K 0.34%
3,168
+1
56
$777K 0.34%
10,568
+11
57
$737K 0.32%
3,343
-198
58
$652K 0.28%
4,163
-750
59
$624K 0.27%
3,670
-73
60
$605K 0.26%
5,136
-230
61
$499K 0.22%
3,051
-28,952
62
$488K 0.21%
5,087
-17
63
$441K 0.19%
21,280
-92
64
$441K 0.19%
1,949
-51
65
$403K 0.18%
2,108
-87
66
$391K 0.17%
4,823
-375
67
$339K 0.15%
3,754
-181
68
$337K 0.15%
14,476
+104
69
$336K 0.15%
13,386
-15
70
$326K 0.14%
2,808
71
$312K 0.14%
2,663
-150
72
$309K 0.13%
12,101
-12
73
$306K 0.13%
13,080
-276
74
$296K 0.13%
449
+5
75
$272K 0.12%
5,556