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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
$316M
AUM Growth
+$44.5M
(+16%)
Holding
117
Top Buys
| 1 | +$6.72M | |
| 2 | +$3.89M | |
| 3 | +$2.98M | |
| 4 |
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
+$1.63M |
| 5 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$1.4M |
Top Sells
| 1 | +$1.22M | |
| 2 | +$1.19M | |
| 3 | +$752K | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$650K |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$439K |
Sector Composition
| 1 | Technology | 9.93% |
| 2 | Financials | 8.25% |
| 3 | Industrials | 7.4% |
| 4 | Communication Services | 7.01% |
| 5 | Consumer Discretionary | 6.82% |