RFWA

RPg Family Wealth Advisory Portfolio holdings

AUM $455M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.66M
3
+$3.48M
4
LOW icon
Lowe's Companies
LOW
+$3.46M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.4M

Top Sells

1
+$8.75M
2
+$8.49M
3
+$7M
4
META icon
Meta Platforms (Facebook)
META
+$5.88M
5
CI icon
Cigna
CI
+$5.17M

Sector Composition

1 Consumer Discretionary 17.87%
2 Technology 14.44%
3 Healthcare 11.73%
4 Industrials 10.2%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
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