RI

RWWM Inc Portfolio holdings

AUM $1.46B
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$76.9M
2
+$51.8M
3
+$20.3M
4
KHC icon
Kraft Heinz
KHC
+$19.4M
5
DJCO icon
Daily Journal
DJCO
+$12.8M

Top Sells

1
+$43.2M
2
+$14.4M
3
+$11.1M
4
XOM icon
Exxon Mobil
XOM
+$2.51M
5
WFC icon
Wells Fargo
WFC
+$2.13M

Sector Composition

1 Consumer Discretionary 48.86%
2 Financials 19.8%
3 Technology 15.94%
4 Consumer Staples 5.36%
5 Energy 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$377B
$400K 0.03%
2,623
-72
SBUX icon
27
Starbucks
SBUX
$112B
$341K 0.02%
4,049
+49
IVV icon
28
iShares Core S&P 500 ETF
IVV
$730B
$286K 0.02%
+418
WMT icon
29
Walmart Inc
WMT
$982B
$266K 0.02%
2,388
-29
ORCL icon
30
Oracle
ORCL
$425B
$257K 0.02%
1,320
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.64T
$255K 0.02%
+814
XPOF icon
32
Xponential Fitness
XPOF
$202M
$247K 0.02%
30,000
TJX icon
33
TJX Companies
TJX
$174B
$224K 0.02%
1,456
+4
SYK icon
34
Stryker
SYK
$139B
$222K 0.02%
633
+2
PGR icon
35
Progressive
PGR
$120B
– –
-1,191
SNOW icon
36
Snowflake
SNOW
$61.5B
– –
-969
TYL icon
37
Tyler Technologies
TYL
$15.7B
– –
-400
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