RWM
RBA Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+8.42%
1 Year Return
+15.36%
3 Year Return
+66.23%
5 Year Return
+145.4%
10 Year Return
–
AUM
$47.1M
AUM Growth
+$47.1M
(-60%)
Cap. Flow
-$73.8M
Cap. Flow
% of AUM
-156.75%
Top 10 Holdings %
Top 10 Hldgs %
75.26%
Holding
239
New
1
Increased
12
Reduced
8
Closed
216
Top Buys
| 1 |
Allstate
ALL
|
$2.71M |
| 2 |
Alibaba
BABA
|
$112K |
| 3 |
AbbVie
ABBV
|
$101K |
| 4 |
Coterra Energy
CTRA
|
$53K |
| 5 |
Arch Capital
ACGL
|
$50.8K |
Top Sells
| 1 |
Diodes
DIOD
|
$5.88M |
| 2 |
Cummins
CMI
|
$4.82M |
| 3 |
Nike
NKE
|
$4.67M |
| 4 |
JPMorgan Chase
JPM
|
$4.26M |
| 5 |
MetLife
MET
|
$4.17M |
Sector Composition
| 1 | Consumer Discretionary | 21.86% |
| 2 | Healthcare | 21.39% |
| 3 | Financials | 20.64% |
| 4 | Technology | 18.44% |
| 5 | Communication Services | 15.55% |
