RWA
Roberts Wealth Advisors Portfolio holdings
AUM
$383M
1-Year Est. Return
19.51%
1 Year Est. Return
+19.51%
AUM
$383M
AUM Growth
+$7.14M
(+1.9%)
Holding
104
Top Buys
| 1 | +$5.96M | |
| 2 | +$4.6M | |
| 3 | +$3.62M | |
| 4 |
RTX Corp
RTX
|
+$2.28M |
| 5 |
Tradeweb Markets
TW
|
+$2.2M |
Top Sells
| 1 | +$4.74M | |
| 2 | +$2.94M | |
| 3 | +$2.41M | |
| 4 |
Shell
SHEL
|
+$2.25M |
| 5 |
DuPont de Nemours
DD
|
+$2.21M |
Sector Composition
| 1 | Technology | 21.66% |
| 2 | Communication Services | 11.05% |
| 3 | Consumer Discretionary | 7.54% |
| 4 | Healthcare | 6.61% |
| 5 | Financials | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tilray
TLRY
$1.1B
| – | – |
-4,455
|
|
||
|
102
Shell
SHEL
$211B
| – | – |
-31,461
|
|
||
103
Schwab Short-Term US Treasury ETF
SCHO
$11.9B
| – | – |
-9,666
|
|
||
104
Lowe's Companies
LOW
$156B
| – | – |
-1,643
|
|