RSWA
Robinson Smith Wealth Advisors Portfolio holdings
AUM
$125M
This Quarter Return
+9.11%
1 Year Return
+11.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.26%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$16.5M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$8.52M |
| 3 |
Johnson & Johnson
JNJ
|
$6.68M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$5.63M |
| 5 |
Apple
AAPL
|
$4.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.39% |
| 2 | Technology | 6.88% |
| 3 | Financials | 3.18% |
| 4 | Consumer Discretionary | 2.81% |
| 5 | Consumer Staples | 2.04% |
