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
76
$229K 0.19%
+488
77
$228K 0.19%
+6,380
78
$226K 0.19%
+8,006
79
$225K 0.19%
238
80
$223K 0.19%
407
+24
81
$222K 0.19%
1,381
+36
82
$219K 0.18%
701
-32
83
$218K 0.18%
+772
84
$213K 0.18%
7,603
+166
85
$208K 0.17%
+420
86
– –
-1,976
87
– –
-1,284
88
– –
-723
1 2 3
4