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
176
$15.2K 0.01%
+537
177
$15.1K 0.01%
+54
178
$14.7K 0.01%
+170
179
$14.6K 0.01%
+186
180
$14.5K 0.01%
+53
181
$14.3K 0.01%
+160
182
$14.3K 0.01%
+1,061
183
$14.2K 0.01%
+30
184
$14.2K 0.01%
+347
185
$14.2K 0.01%
+34
186
$14.2K 0.01%
+236
187
$14K 0.01%
+415
188
$13.8K 0.01%
+36
189
$13.8K 0.01%
+171
190
$13.8K 0.01%
+137
191
$13.7K 0.01%
+157
192
$13.4K 0.01%
+77
193
$13.4K 0.01%
+123
194
$13.4K 0.01%
+218
195
$13.3K 0.01%
+287
196
$13.2K 0.01%
+56
197
$13.1K 0.01%
+227
198
$13.1K 0.01%
+286
199
$13.1K 0.01%
+259
200
$13.1K 0.01%
+112