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RFWA
RPg Family Wealth Advisory Portfolio holdings
AUM
$479M
1-Year Est. Return
25.83%
This Fund
S&P 500
This Quarter
Est. Return
+0.04%
1 Year Est. Return
+25.83%
3 Year Est. Return
+90.43%
5 Year Est. Return
+101.67%
10 Year Est. Return
–
AUM
$479M
AUM Growth
+$24.3M
(+5.3%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
7.5%
Top 10 Holdings %
Top 10 Hldgs %
28.41%
Holding
146
New
22
Increased
57
Reduced
56
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$16.5M |
| 2 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$9.65M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$9.32M |
| 4 |
Defiance Quantum ETF
QTUM
|
+$8.05M |
| 5 |
Amazon
AMZN
|
+$6.68M |
Top Sells
| 1 |
Spotify
SPOT
|
+$11M |
| 2 |
IBM
IBM
|
+$10.4M |
| 3 |
Netflix
NFLX
|
+$9.15M |
| 4 |
Visa
V
|
+$8.79M |
| 5 |
Uber
UBER
|
+$8.31M |
Sector Composition
| 1 | Technology | 12.75% |
| 2 | Financials | 11.92% |
| 3 | Industrials | 10.29% |
| 4 | Energy | 4.18% |
| 5 | Consumer Discretionary | 3.86% |
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