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RFWA

RPg Family Wealth Advisory Portfolio holdings

AUM $479M
1-Year Est. Return 25.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.18M
3
+$4.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
NVEE
NV5 Global
NVEE
+$1.3M

Top Sells

1
+$3.21M
2
+$2.66M
3
+$2.41M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
CRCM
CARE.COM, INC.
CRCM
+$1.36M

Sector Composition

1 Industrials 15.05%
2 Financials 10.8%
3 Consumer Discretionary 9.47%
4 Technology 8.08%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
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