RWM

RBA Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 19.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$110K
3
+$101K
4
ACGL icon
Arch Capital
ACGL
+$51.7K
5
CTRA icon
Coterra Energy
CTRA
+$51.7K

Top Sells

1
+$5.88M
2
+$4.82M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$4.26M
5
MET icon
MetLife
MET
+$4.17M

Sector Composition

1 Consumer Discretionary 21.86%
2 Healthcare 21.39%
3 Financials 20.64%
4 Technology 18.44%
5 Communication Services 15.55%
Name Market Value Portfolio Weight Shares or Principal Change
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