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
$229M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$4.58M
3 +$4.31M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$212K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K

Top Sells

1 +$4.74M
2 +$3.78M
3 +$3.69M
4
AVGO icon
Broadcom
AVGO
+$447K
5
ADBE icon
Adobe
ADBE
+$167K

Sector Composition

1 Technology 27.79%
2 Healthcare 11.5%
3 Financials 11.19%
4 Consumer Discretionary 11.07%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$271K 0.12%
1,070
77
$269K 0.12%
755
-6
78
$263K 0.11%
536
-7,719
79
$255K 0.11%
10,794
+266
80
$249K 0.11%
4,524
-469
81
$241K 0.11%
4,770
-58
82
$236K 0.1%
2,115
-154
83
$235K 0.1%
9,789
-1,035
84
$231K 0.1%
12,494
-136
85
$227K 0.1%
3,035
-423
86
$222K 0.1%
1,170
-55
87
$216K 0.09%
2,013
-30
88
$212K 0.09%
+3,255
89
$210K 0.09%
+2,381
90
$172K 0.08%
13,564
-90
91
-11,401