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
$237M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.23M
3
+$1.07M
4
COIN icon
Coinbase
COIN
+$1.02M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.02M

Top Sells

1
+$6.51M
2
+$4.91M
3
+$2.8M
4
TDOC icon
Teladoc Health
TDOC
+$2.58M
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
276
$10.1K ﹤0.01%
100
277
$10.1K ﹤0.01%
+837
278
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279
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-20,103
281
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282
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285
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