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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
$271M
AUM Growth
+$27.7M
(+11%)
Holding
119
Top Buys
| 1 | +$6.03M | |
| 2 | +$3.48M | |
| 3 | +$2.9M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.64M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.6M |
Top Sells
| 1 | +$4.9M | |
| 2 | +$4.54M | |
| 3 | +$3.37M | |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
+$1.29M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.14M |
Sector Composition
| 1 | Technology | 10.18% |
| 2 | Industrials | 7.44% |
| 3 | Financials | 7.15% |
| 4 | Consumer Discretionary | 7.02% |
| 5 | Communication Services | 6.83% |