RWS

Retirement Wealth Solutions Portfolio holdings

AUM $152M
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Healthcare 0.97%
3 Financials 0.91%
4 Consumer Discretionary 0.81%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$24.9K 0.02%
+885
127
$24.2K 0.02%
+266
128
$24.2K 0.02%
+760
129
$24.1K 0.02%
+229
130
$24K 0.02%
+472
131
$23.7K 0.02%
+158
132
$23.3K 0.02%
+87
133
$22.9K 0.02%
+245
134
$22.7K 0.02%
+229
135
$21.9K 0.02%
+156
136
$21.1K 0.02%
+302
137
$20.6K 0.02%
+434
138
$20.4K 0.02%
+79
139
$20.4K 0.02%
+240
140
$20K 0.02%
+127
141
$19.9K 0.02%
+918
142
$19.8K 0.02%
+553
143
$19.8K 0.02%
+191
144
$19.6K 0.02%
+107
145
$19.5K 0.02%
+49
146
$19.5K 0.02%
+222
147
$19.4K 0.02%
+431
148
$19.4K 0.02%
+263
149
$19.3K 0.02%
+1,843
150
$19.3K 0.02%
+147