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
$100M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.03M
3
+$7.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.57M

Top Sells

1
+$2K

Sector Composition

1 Real Estate 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$709K 0.71%
1,854
+13
27
$614K 0.61%
7,419
+6,704
28
$597K 0.6%
+5,999
29
$512K 0.51%
+3,018
30
$501K 0.5%
+2,018
31
$497K 0.5%
+6,024
32
$487K 0.49%
24,038
+22,022
33
$486K 0.48%
+6,459
34
$462K 0.46%
+7,832
35
$459K 0.46%
+7,857
36
$447K 0.45%
+5,767
37
$371K 0.37%
+6,695
38
$307K 0.31%
3,167
+29
39
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1
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