RFWA

RPg Family Wealth Advisory Portfolio holdings

AUM $457M
1-Year Est. Return 34.07%
This Quarter Est. Return
1 Year Est. Return
+34.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.16M
3
+$3.96M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
NVEE
NV5 Global
NVEE
+$1.45M

Top Sells

1
+$3.2M
2
+$2.66M
3
+$2.41M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
CRCM
CARE.COM, INC.
CRCM
+$1.36M

Sector Composition

1 Industrials 15.05%
2 Financials 10.8%
3 Consumer Discretionary 9.47%
4 Technology 8.08%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.4K 0.01%
+118
177
$18K 0.01%
415
-425
178
$17.8K 0.01%
+105
179
$17.7K 0.01%
297
180
$17.2K 0.01%
+131
181
$17.1K 0.01%
177
-324
182
$17K 0.01%
+200
183
$16.8K 0.01%
350
184
$16.4K 0.01%
+122
185
$16.3K 0.01%
+120
186
$16.3K 0.01%
+120
187
$16.1K 0.01%
338
188
$16.1K 0.01%
127
189
$16.1K 0.01%
+122
190
$16K 0.01%
500
-1,000
191
$16K 0.01%
300
192
$15.9K 0.01%
+78
193
$15.8K 0.01%
+1,672
194
$15.8K 0.01%
86
195
$15.7K 0.01%
64
196
$15.3K 0.01%
+300
197
$15.3K 0.01%
149
-699
198
$14.8K 0.01%
90
-4
199
$14.7K 0.01%
141
200
$14K 0.01%
+121
6 7
8
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