We are live on
!
Find out more
RFWA
RPg Family Wealth Advisory Portfolio holdings
AUM
$479M
1-Year Est. Return
25.83%
This Fund
S&P 500
1 Year Est. Return
+25.83%
AUM
$253M
AUM Growth
+$15.8M
(+6.7%)
Holding
293
Top Buys
| 1 | +$3.45M | |
| 2 | +$2.59M | |
| 3 | +$1.08M | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$867K |
| 5 |
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
+$816K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.09M | |
| 3 | +$1.02M | |
| 4 |
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
+$965K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$849K |
Sector Composition
| 1 | Technology | 13.25% |
| 2 | Consumer Discretionary | 9.99% |
| 3 | Communication Services | 9.2% |
| 4 | Industrials | 6.17% |
| 5 | Financials | 5.45% |