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
$237M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.09M
3
+$1.02M
4
COIN icon
Coinbase
COIN
+$947K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$946K

Top Sells

1
+$6.63M
2
+$4.41M
3
+$2.92M
4
TDOC icon
Teladoc Health
TDOC
+$2.24M
5
STMP
Stamps.com, Inc.
STMP
+$1.18M

Sector Composition

1 Technology 11.29%
2 Communication Services 10.59%
3 Consumer Discretionary 9.35%
4 Financials 5.62%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.2K 0.02%
1,642
177
$43.2K 0.02%
1,581
178
$43.2K 0.02%
502
179
$42.6K 0.02%
63
180
$42.2K 0.02%
439
181
$41.9K 0.02%
858
182
$41.3K 0.02%
546
183
$40.8K 0.02%
259
184
$40.1K 0.02%
960
185
$39.9K 0.02%
1,280
186
$38.7K 0.02%
134
187
$38.5K 0.02%
603
188
$38.4K 0.02%
581
189
$34.4K 0.01%
162
190
$34.1K 0.01%
177
191
$32.8K 0.01%
+2,000
192
$32.8K 0.01%
2,313
193
$32.2K 0.01%
+883
194
$31.8K 0.01%
599
-83,175
195
$31.5K 0.01%
195
196
$31K 0.01%
618
197
$30.7K 0.01%
513
198
$29.3K 0.01%
806
199
$28.9K 0.01%
380
200
$27.7K 0.01%
77
6 7
8
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