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
76
$214K 0.17%
+11,337
77
$205K 0.16%
+3,969
78
$200K 0.16%
+2,259
79
$197K 0.15%
+23,832
80
$87K 0.07%
+10,480
81
0