Portfolio (Quarterly)
Guide ↗
Roberts Wealth Advisors, LLC
· CIK 0001885319| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DD | DUPONT DE NEMOURS INC | Basic Materials | 40,402 | $1.9M | 0.47% | SOLD |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 677 | $391K | 0.10% | SOLD |
| 3 | IJH | ISHARES TR | — | 5,085 | $343K | 0.09% | SOLD |
| 4 | SHY | ISHARES TR | — | 3,081 | $254K | 0.07% | SOLD |
| 5 | KMI | KINDER MORGAN INC DEL | Energy | 7,007 | $235K | 0.06% | SOLD |
| 6 | FLXR | TCW ETF TRUST | — | 5,255 | $206K | 0.05% | SOLD |
Sector Allocation
Technology
35.5%
Consumer Cyclical
13.3%
Healthcare
9.9%
Industrials
8.9%
Financial Services
8.6%
Communication Services
8.5%
Energy
3.8%
Consumer Defensive
3.6%
Real Estate
3.1%
Utilities
2.9%