RWA
Rooted Wealth Advisors Portfolio holdings
AUM
$289M
This Quarter Return
-0.16%
1 Year Return
+11.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(+14%)
Cap. Flow
+$29.5M
Cap. Flow
% of AUM
11.53%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
100
New
5
Increased
55
Reduced
31
Closed
7
Top Buys
| 1 |
Invesco Total Return Bond ETF
GTO
|
$11.9M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$10.7M |
| 3 |
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
|
$8.09M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.45M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.12M |
Top Sells
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Consumer Discretionary | 1.76% |
| 3 | Communication Services | 1.32% |
| 4 | Industrials | 0.76% |
| 5 | Consumer Staples | 0.71% |
