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
$148M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.45M
3 +$552K
4
MDT icon
Medtronic
MDT
+$492K
5
QCOM icon
Qualcomm
QCOM
+$448K

Top Sells

1 +$2.62M
2 +$1.96M
3 +$1.2M
4
MMM icon
3M
MMM
+$495K
5
SRE icon
Sempra
SRE
+$471K

Sector Composition

1 Technology 22.65%
2 Healthcare 13.29%
3 Consumer Discretionary 12.36%
4 Consumer Staples 10.28%
5 Financials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,658
102
-18,105
103
-3,795
104
-3,756
105
-3,773
106
-13,449