RWM
RBA Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+11.62%
1 Year Return
+15.36%
3 Year Return
+66.23%
5 Year Return
+145.4%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+9.8%)
Cap. Flow
+$980K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
27.76%
Holding
92
New
4
Increased
60
Reduced
22
Closed
1
Top Buys
| 1 |
Merck
MRK
|
$3.9M |
| 2 |
Pfizer
PFE
|
$850K |
| 3 |
Otter Tail
OTTR
|
$456K |
| 4 |
EOG Resources
EOG
|
$236K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$213K |
Top Sells
| 1 |
TEGNA Inc
TGNA
|
$4.29M |
| 2 |
Bristol-Myers Squibb
BMY
|
$3.89M |
| 3 |
Vodafone
VOD
|
$182K |
| 4 |
AutoZone
AZO
|
$126K |
| 5 |
Chevron
CVX
|
$70.9K |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 14.58% |
| 4 | Consumer Discretionary | 10.9% |
| 5 | Industrials | 10.13% |
