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
$147M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$1.26M
3 +$504K
4
GLW icon
Corning
GLW
+$316K
5
BCS icon
Barclays
BCS
+$291K

Top Sells

1 +$2.01M
2 +$280K
3 +$279K
4
DUK icon
Duke Energy
DUK
+$209K
5
RJF icon
Raymond James Financial
RJF
+$191K

Sector Composition

1 Technology 16.71%
2 Healthcare 13.04%
3 Consumer Discretionary 12.27%
4 Financials 11.95%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,557
102
-101,812
103
0