RWA
Rooted Wealth Advisors Portfolio holdings
AUM
$289M
This Quarter Return
+7.25%
1 Year Return
+11.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.49%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.8M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$13.5M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$8.84M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.28M |
| 5 |
WisdomTree US Total Dividend Fund
DTD
|
$4.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Staples | 1.33% |
| 3 | Consumer Discretionary | 1.09% |
| 4 | Industrials | 0.55% |
| 5 | Healthcare | 0.42% |
