RBA Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW RBA Wealth Management, LLC | Institutional Filer | ▼ 5.93% | $277.7M | 92 |
Current Portfolio Holdings
Showing all 92 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 39K | $11.1M | 4.01% |
| 2 | AAPL | Apple Inc. | Technology | 40K | $10.1M | 3.65% |
| 3 | CMI | Cummins Inc. | Industrials | 18K | $9.9M | 3.55% |
| 4 | AVGO | Broadcom Inc. | Technology | 30K | $9.4M | 3.40% |
| 5 | AMAT | Applied Materials, Inc. | Technology | 27K | $9.2M | 3.32% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 23K | $7.6M | 2.75% |
| 7 | MSFT | Microsoft Corporation | Technology | 20K | $7.3M | 2.64% |
| 8 | WM | Waste Management, Inc. | Industrials | 32K | $7.3M | 2.63% |
| 9 | CBOE | Cboe Global Markets, Inc. | Financial Services | 26K | $7.3M | 2.61% |
| 10 | GS | The Goldman Sachs Group, Inc. | Financial Services | 8K | $6.7M | 2.41% |
| 11 | EWBC | East West Bancorp, Inc. | Financial Services | 60K | $6.4M | 2.31% |
| 12 | ACGL | Arch Capital Group Ltd. | Financial Services | 65K | $6.3M | 2.26% |
| 13 | FLS | Flowserve Corporation | Industrials | 83K | $6.1M | 2.21% |
| 14 | V | Visa Inc. | Financial Services | 20K | $6.1M | 2.19% |
| 15 | ASML | ASML Holding N.V. | Technology | 4K | $5.7M | 2.05% |
Showing 1 to 15 of 92 holdings