RWIA

Roger Wittlin Investment Advisory Portfolio holdings

AUM $179M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$15.4M
3 +$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.12%
2 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$73K 0.06%
+713