RWM
RBA Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+12.1%
1 Year Return
+15.36%
3 Year Return
+66.23%
5 Year Return
+145.4%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+410%)
Cap. Flow
+$165M
Cap. Flow
% of AUM
78.14%
Top 10 Holdings %
Top 10 Hldgs %
26.15%
Holding
111
New
90
Increased
8
Reduced
7
Closed
2
Top Buys
| 1 |
UnitedHealth
UNH
|
$5.95M |
| 2 |
Microsoft
MSFT
|
$5.72M |
| 3 |
Diodes
DIOD
|
$5.29M |
| 4 |
Prologis
PLD
|
$5.29M |
| 5 |
Waste Management
WM
|
$4.92M |
Top Sells
| 1 |
Toyota
TM
|
$1.22M |
| 2 |
Alibaba
BABA
|
$331K |
| 3 |
Apple
AAPL
|
$145K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$37.7K |
| 5 |
Barclays
BCS
|
$33.9K |
Sector Composition
| 1 | Technology | 21.65% |
| 2 | Financials | 13.55% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Healthcare | 11.48% |
| 5 | Industrials | 9.68% |
