RFWA
RPg Family Wealth Advisory Portfolio holdings
AUM
$376M
This Quarter Return
+4.87%
1 Year Return
+29.18%
3 Year Return
+85.18%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.94%
Holding
194
New
194
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Nike
NKE
|
$6.01M |
| 2 |
Cigna
CI
|
$5.9M |
| 3 |
Novo Nordisk
NVO
|
$5.32M |
| 4 |
Meta Platforms (Facebook)
META
|
$5.02M |
| 5 |
Walt Disney
DIS
|
$4.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 21.03% |
| 2 | Healthcare | 14.57% |
| 3 | Industrials | 11.42% |
| 4 | Communication Services | 8.99% |
| 5 | Technology | 4.61% |
