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
$121M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$4.13M
4
SEIC icon
SEI Investments
SEIC
+$3.85M
5
USCR
U S Concrete, Inc.
USCR
+$3.75M

Top Sells

1
+$9.98M
2
+$3.54M
3
+$3.32M
4
AAPL icon
Apple
AAPL
+$1.8M
5
COP icon
ConocoPhillips
COP
+$1.77M

Sector Composition

1 Technology 13.28%
2 Real Estate 9.22%
3 Industrials 8.97%
4 Consumer Discretionary 8.75%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
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