RFWA

RPg Family Wealth Advisory Portfolio holdings

AUM $376M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Sells

1 +$5.21M
2 +$3.54M
3 +$3.19M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.65M
5
NVDA icon
NVIDIA
NVDA
+$2.47M

Sector Composition

1 Technology 11.49%
2 Consumer Discretionary 6.56%
3 Industrials 6.4%
4 Communication Services 6.04%
5 Financials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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