We are live on
!
Find out more
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
$174M
AUM Growth
+$8.76M
(+5.3%)
Holding
308
Top Buys
| 1 | +$4.12M | |
| 2 | +$2.6M | |
| 3 | +$1.57M | |
| 4 |
VanEck International High Yield Bond ETF
IHY
|
+$1.51M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$1.47M |
Top Sells
| 1 | +$2.08M | |
| 2 | +$1.76M | |
| 3 | +$1.41M | |
| 4 |
NVEE
NV5 Global
NVEE
|
+$1.23M |
| 5 |
Blackstone Mortgage Trust
BXMT
|
+$1.2M |
Sector Composition
| 1 | Technology | 11.48% |
| 2 | Financials | 8.39% |
| 3 | Industrials | 5.67% |
| 4 | Communication Services | 5.54% |
| 5 | Utilities | 5.32% |