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
$137M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.61M
3 +$1.53M
4
EA icon
Electronic Arts
EA
+$1.37M
5
FWRD icon
Forward Air
FWRD
+$921K

Top Sells

1 +$2.73M
2 +$1.29M
3 +$937K
4
CB icon
Chubb
CB
+$934K
5
AGN
Allergan plc
AGN
+$688K

Sector Composition

1 Technology 21.16%
2 Healthcare 13.98%
3 Consumer Discretionary 12.12%
4 Financials 10.85%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-41,370
102
-20,657
103
-3,887