RWA
Roberts Wealth Advisors Portfolio holdings
AUM
$348M
This Quarter Return
-0.07%
1 Year Return
+13.69%
3 Year Return
+58.06%
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.92%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$16.6M |
| 2 |
Apple
AAPL
|
$11.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$10.5M |
| 4 |
Microsoft
MSFT
|
$10.4M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Communication Services | 8.87% |
| 3 | Healthcare | 7.93% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Financials | 5.5% |
