RWM
RBA Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+3.19%
1 Year Return
+15.36%
3 Year Return
+66.23%
5 Year Return
+145.4%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+0.92%)
Cap. Flow
+$908K
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
24.95%
Holding
94
New
12
Increased
25
Reduced
45
Closed
5
Top Buys
| 1 |
MetLife
MET
|
$2.92M |
| 2 |
Diodes
DIOD
|
$2.59M |
| 3 |
LPT
Liberty Property Trust
LPT
|
$2.16M |
| 4 |
Walmart
WMT
|
$1.98M |
| 5 |
Viatris
VTRS
|
$1.87M |
Top Sells
| 1 |
TSMC
TSM
|
$3.12M |
| 2 |
Sabre
SABR
|
$2.6M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$2.27M |
| 4 |
DuPont de Nemours
DD
|
$1.68M |
| 5 |
Kite Realty
KRG
|
$1.26M |
Sector Composition
| 1 | Technology | 15.86% |
| 2 | Consumer Discretionary | 13.62% |
| 3 | Healthcare | 12.76% |
| 4 | Financials | 12.22% |
| 5 | Industrials | 9.15% |
