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
201
$13.1K 0.01%
+398
202
$13K 0.01%
+138
203
$12.8K 0.01%
+70
204
$12.8K 0.01%
+353
205
$12.8K 0.01%
+58
206
$12.8K 0.01%
+77
207
$12.6K 0.01%
+417
208
$12.6K 0.01%
+341
209
$12.5K 0.01%
+198
210
$12.5K 0.01%
+53
211
$12.4K 0.01%
+510
212
$12.3K 0.01%
+43
213
$11.8K 0.01%
+434
214
$11.8K 0.01%
+315
215
$11.7K 0.01%
+79
216
$11.7K 0.01%
+56
217
$11.4K 0.01%
+102
218
$11.1K 0.01%
+119
219
$11.1K 0.01%
+350
220
$11K 0.01%
+151
221
$11K 0.01%
+100
222
$10.8K 0.01%
+250
223
$10.6K 0.01%
+31
224
$10.4K 0.01%
+177
225
$10.4K 0.01%
+145