Roberts Wealth Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Roberts Wealth Advisors’s Portfolio FLXR Stock Details FLXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy	+5,255	New	+$208K	0.05%	109

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roberts Wealth Advisors's FLXR Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in TCW Flexible Income ETF (FLXR) in Q1 2026: 5,255 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

Roberts Wealth Advisors held 5,255 shares of TCW Flexible Income ETF worth $206K as of Q1 2026.
TCW Flexible Income ETF was a new Roberts Wealth Advisors position in Q1 2026.
TCW Flexible Income ETF made up 0.05% of Roberts Wealth Advisors's portfolio in Q1 2026, its #109 holding.
160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.