RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$1.19M
3 +$1.13M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$656K
5
TT icon
Trane Technologies
TT
+$631K

Sector Composition

1 Technology 10.41%
2 Healthcare 8.03%
3 Financials 7.79%
4 Consumer Discretionary 4.25%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-12,464