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
151
$18.8K 0.02%
+413
152
$18.6K 0.02%
+466
153
$18.5K 0.02%
+104
154
$18.3K 0.02%
+243
155
$17.8K 0.02%
+81
156
$17.7K 0.02%
+651
157
$17.4K 0.01%
+168
158
$17.3K 0.01%
+232
159
$17.2K 0.01%
+57
160
$17.2K 0.01%
+200
161
$17.1K 0.01%
+96
162
$17.1K 0.01%
+73
163
$17K 0.01%
+264
164
$16.9K 0.01%
+256
165
$16.9K 0.01%
+142
166
$16.5K 0.01%
+941
167
$16.2K 0.01%
+250
168
$16.2K 0.01%
+744
169
$16.2K 0.01%
+186
170
$16.1K 0.01%
+85
171
$16.1K 0.01%
+73
172
$15.7K 0.01%
+30
173
$15.5K 0.01%
+80
174
$15.5K 0.01%
+310
175
$15.4K 0.01%
+183