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
51
$456K 0.38%
14,266
-2,075
52
$432K 0.36%
2,501
+227
53
$420K 0.35%
5,922
+34
54
$404K 0.34%
8,161
55
$403K 0.34%
6,349
56
$396K 0.33%
1,591
+200
57
$395K 0.33%
1,293
58
$393K 0.33%
3,805
+29
59
$378K 0.32%
4,763
60
$378K 0.32%
15,010
-11,347
61
$367K 0.31%
4,645
-237
62
$350K 0.29%
3,221
63
$323K 0.27%
2,068
+48
64
$322K 0.27%
3,821
65
$304K 0.25%
541
+104
66
$297K 0.25%
953
+148
67
$295K 0.25%
3,425
+825
68
$292K 0.24%
5,858
69
$285K 0.24%
1,529
+30
70
$284K 0.24%
775
+150
71
$275K 0.23%
4,046
+30
72
$255K 0.21%
+11,728
73
$252K 0.21%
10,521
74
$246K 0.21%
9,689
+11
75
$234K 0.2%
+1,490
1 2
3
4