RSWA

Robinson Smith Wealth Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$542K
3
+$464K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$437K
5
AAPL icon
Apple
AAPL
+$412K

Top Sells

1
+$765K
2
+$289K
3
+$285K
4
GDDY icon
GoDaddy
GDDY
+$253K
5
ANET icon
Arista Networks
ANET
+$218K

Sector Composition

1 Healthcare 7.3%
2 Technology 4.4%
3 Financials 2.69%
4 Industrials 1.79%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.94%
8,449
+420
27
$937K 0.78%
18,184
-318
28
$913K 0.76%
1,105
+10
29
$904K 0.76%
9,736
30
$886K 0.74%
1,664
31
$862K 0.72%
39,040
32
$837K 0.7%
7,623
33
$798K 0.67%
4,684
34
$792K 0.66%
3,228
+360
35
$725K 0.61%
14,409
-1,392
36
$718K 0.6%
29,668
37
$703K 0.59%
4,546
+708
38
$676K 0.57%
25,450
+17,458
39
$619K 0.52%
25,586
40
$593K 0.5%
25,651
+11,542
41
$588K 0.49%
3,126
42
$564K 0.47%
3,759
+19
43
$544K 0.46%
76,782
44
$542K 0.45%
+10,350
45
$532K 0.45%
5,927
+440
46
$512K 0.43%
2,689
47
$498K 0.42%
10,034
48
$494K 0.41%
19,554
+988
49
$493K 0.41%
12,193
50
$474K 0.4%
748
+212
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