RSWA
Robinson Smith Wealth Advisors Portfolio holdings
AUM
$125M
1-Year Est. Return
11.08%
1 Year Est. Return
+11.08%
AUM
$119M
AUM Growth
+$1.52M
(+1.3%)
Holding
88
Top Buys
| 1 | +$561K | |
| 2 | +$542K | |
| 3 | +$464K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$437K |
| 5 |
Apple
AAPL
|
+$412K |
Top Sells
| 1 | +$765K | |
| 2 | +$289K | |
| 3 | +$285K | |
| 4 |
GoDaddy
GDDY
|
+$253K |
| 5 |
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
Deere & Co
DE
$125B
| $229K | 0.19% |
+488
|
|
||
77
Dimensional US Sustainability Core 1 ETF
DFSU
$1.71B
| $228K | 0.19% |
+6,380
|
|
||
78
AT&T
T
$186B
| $226K | 0.19% |
+8,006
|
|
||
79
Blackrock
BLK
$182B
| $225K | 0.19% |
238
|
|
||
80
Mastercard
MA
$509B
| $223K | 0.19% |
407
+24
|
|
||
81
Vanguard Mid-Cap Value ETF
VOE
$19B
| $222K | 0.19% |
1,381
+36
|
|
||
82
McDonald's
MCD
$219B
| $219K | 0.18% |
701
-32
|
|
||
83
Progressive
PGR
$129B
| $218K | 0.18% |
+772
|
|
||
84
Schwab US Dividend Equity ETF
SCHD
$70.5B
| $213K | 0.18% |
7,603
+166
|
|
||
85
Intuitive Surgical
ISRG
$165B
| $208K | 0.17% |
+420
|
|
||
|
86
Arista Networks
ANET
$186B
| – | – |
-1,976
|
|
||
|
87
GoDaddy
GDDY
$18.2B
| – | – |
-1,284
|
|
||
88
Vanguard Total Stock Market ETF
VTI
$549B
| – | – |
-723
|
|