RWA
Roberts Wealth Advisors Portfolio holdings
AUM
$376M
1-Year Est. Return
15.37%
1 Year Est. Return
+15.37%
AUM
$376M
AUM Growth
+$28.2M
(+8.1%)
Holding
101
Top Buys
| 1 | +$4.99M | |
| 2 | +$3.65M | |
| 3 | +$2M | |
| 4 |
Datadog
DDOG
|
+$1.99M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.91M |
Top Sells
| 1 | +$3M | |
| 2 | +$2.98M | |
| 3 | +$583K | |
| 4 |
Apple
AAPL
|
+$343K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$342K |
Sector Composition
| 1 | Technology | 21.17% |
| 2 | Communication Services | 11.23% |
| 3 | Consumer Discretionary | 8.14% |
| 4 | Healthcare | 5.94% |
| 5 | Financials | 5.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Netflix
NFLX
$463B
| – | – |
-1,500
|
|