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
$131M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$1.84M
3 +$443K
4
CTSH icon
Cognizant
CTSH
+$423K
5
VOD icon
Vodafone
VOD
+$412K

Top Sells

1 +$2.55M
2 +$1.96M
3 +$1.69M
4
RJF icon
Raymond James Financial
RJF
+$486K
5
LSTR icon
Landstar System
LSTR
+$451K

Sector Composition

1 Technology 15.57%
2 Consumer Discretionary 12.45%
3 Healthcare 12.1%
4 Financials 11.86%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-47,689
102
0