RFWA

RPg Family Wealth Advisory Portfolio holdings

AUM $457M
1-Year Est. Return 34.07%
This Quarter Est. Return
1 Year Est. Return
+34.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.09M
3 +$1.02M
4
COIN icon
Coinbase
COIN
+$947K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$946K

Top Sells

1 +$6.63M
2 +$4.41M
3 +$2.92M
4
TDOC icon
Teladoc Health
TDOC
+$2.24M
5
STMP
Stamps.com, Inc.
STMP
+$1.18M

Sector Composition

1 Technology 11.29%
2 Communication Services 10.59%
3 Consumer Discretionary 9.35%
4 Financials 5.62%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.8K 0.01%
131
227
$19.6K 0.01%
638
228
$19.3K 0.01%
175
229
$19.3K 0.01%
246
230
$19.2K 0.01%
115
231
$19K 0.01%
76
232
$18.3K 0.01%
234
233
$18.2K 0.01%
330
234
$17.9K 0.01%
362
+84
235
$17.7K 0.01%
181
236
$17.6K 0.01%
63
237
$17.6K 0.01%
1,223
238
$17.6K 0.01%
225
239
$17.3K 0.01%
350
240
$16.9K 0.01%
300
241
$16.7K 0.01%
29
242
$16.6K 0.01%
378
243
$16.6K 0.01%
247
244
$15.9K 0.01%
109
245
$15.8K 0.01%
79
246
$15.5K 0.01%
143
247
$15.4K 0.01%
78
248
$15.3K 0.01%
49
249
$14.7K 0.01%
125
250
$14.6K 0.01%
+239