RWA
Rooted Wealth Advisors Inc. Portfolio
Invests via Rooted Wealth Advisors Inc. | Managed by Rooted Wealth Advisors Inc.
Invests via Rooted Wealth Advisors Inc.
Managed by Rooted Wealth Advisors Inc.
Automatically Tracked
Company Profile
Rooted Wealth Advisors Inc. operates at the intersection of finance and sustainable investment, catering primarily to environmentally conscious clients seeking financial growth while promoting social responsibility. The firm provides tailored wealth management services that integrate ethical investing strategies with a focus on long-term value creation. As leaders in this niche, they leverage deep insights into ESG (Environmental, Social, and Governance) factors to inform client decisions. This position has enabled them to cultivate strong relationships across sectors looking for responsible capital deployment that aligns with values-driven outcomes.
Rooted Wealth Advisors Inc. operates at the intersection of finance and sustainable investment, catering primarily to environmentally conscious clients seeking financial growth while promoting social responsibility. The firm provides tailored wealth management services that integrate ethical investing strategies with a focus on long-term value creation. As leaders in this niche, they leverage deep insights into ESG (Environmental, Social, and Governance) factors to inform client decisions. This position has enabled them to cultivate strong relationships across sectors looking for responsible capital deployment that aligns with values-driven outcomes.
Investment Philosophy & Strategy
In a world increasingly attuned to ecological and social impacts, Rooted Wealth Advisors Inc. embraces the role of guiding responsible investment decisions. Their expertise lies in identifying sustainable opportunities that yield both financial returns and positive societal effects. By intertwining ethical considerations with strategic capital allocation, the firm champions innovative solutions tailored for clients dedicated to enhancing their environmental footprint without sacrificing growth. This proactive approach not only elevates asset value but also solidifies partnerships within sectors striving for meaningful change.
In a world increasingly attuned to ecological and social impacts, Rooted Wealth Advisors Inc. embraces the role of guiding responsible investment decisions. Their expertise lies in identifying sustainable opportunities that yield both financial returns and positive societal effects. By intertwining ethical considerations with strategic capital allocation, the firm champions innovative solutions tailored for clients dedicated to enhancing their environmental footprint without sacrificing growth. This proactive approach not only elevates asset value but also solidifies partnerships within sectors striving for meaningful change.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
64.1%
Gain +1.27%
Monthly
1.41%
Yearly
18.39%
Drawdown
18.65%
$404.3M
Equity
Holdings
$404.3M
Investment
$327.49M
$107.21M
Profit +$2.8M
Realized
$30.39M
Unrealized
$76.82M
Dividends
$20.88M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.27%
Profit
$2.8M
Win %
70%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$2.18M
Win %
70%
This Month
Compared to last month
Gain
-1.04%
Profit
-$4.24M
Win %
70%
This Year
Compared to last year
Gain
-1.04%
Profit
-$4.24M
Win %
70%
ADBE Adobe Inc.
+4.81%
+$11,441.43 
LOW Lowe's Companies Inc.
+3.16%
+$10,737.45 
INTU Intuit Inc.
+2.99%
+$11,695.04 
ABBV AbbVie Inc.
+2.56%
+$8,770.95 
HD The Home Depot, Inc.
+2.49%
+$9,100.68 
DE Deere & Company
+2.37%
+$15,368.32 
GOOGL Alphabet Inc
+2.19%
+$56,742.4 
MA Mastercard Incorporated
+2%
+$8,037.11 
LLY Eli Lilly and Company
+1.93%
+$46,560.63 
EMR Emerson Electric Co.
+1.68%
+$6,237.35 
WMT Walmart Inc.
+1.22%
+$9,367.68 
MSFT Microsoft Corp.
+1.09%
+$49,916.13 
AAPL Apple Inc.
+0.94%
+$67,058.18 
BAC Bank of America Corporation
+0.79%
+$3,563.28 
GE General Electric Company
+0.55%
+$4,379.78 
AXP American Express Company
+0.37%
+$1,264.79 
JPM JPMorgan Chase & Co.
+0.31%
+$4,119.17 
JNJ Johnson & Johnson
+0.29%
+$1,364.2 
NVDA NVIDIA Corporation
+0.25%
+$13,128.26 
MUB iShares National Muni Bond ETF
+0.19%
+$1,835.6 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
+0.11%
+$376.38 
FLBL Franklin Senior Loan ETF
+0.02%
+$365.6 
PG Procter & Gamble Co
+0.02%
+$124 
XOM Exxon Mobil Corporation
+0.01%
+$70.16 
ADIV SmartETFs Asia Pacific Dividend Builder ETF
0%
$0 
ADPV Adaptiv Select ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AZO AutoZone Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CBOO Calamos Bitcoin Structured Alt Protection ETF – October
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
+$0.16 
COF Capital One Financial Corporation
0%
$0 
COM Direxion Auspice Broad Commodity Strategy ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
0%
$0 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
0%
$0 
CTVA Corteva Inc.
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DTD WisdomTree U.S. Total Dividend Fund
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FCLD Fidelity Cloud Computing ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FELC Fidelity Enhanced Large Cap Core ETF
0%
$0 
FICO Fair Isaac Corporation
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTMH Franklin Municipal High Yield ETF
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
GTO Invesco Total Return Bond ETF
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.01 
IXUS iShares Core International Stock ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
+$0.01 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MLPX Global X MLP & Energy Infrastructure ETF
0%
$0 
MMM 3M Company
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$0.44 
QTUM Defiance Quantum ETF
0%
$0 
RBC RBC Bearings Incorporated
0%
+$0.01 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.1 
RTX RTX Corporation
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
-$0.02 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
-$0.01 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VFMF Vanguard U.S. Multifactor ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.08 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.21 
VOO Vanguard S&P 500 ETF
0%
$0 
VST Vistra Corp
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
AMD Advanced Micro Devices, Inc.
-8.15%
-$80,135.73 
AMAT Applied Materials, Inc.
-7.82%
-$75,806.27 
UPS United Parcel Service, Inc.
-6.57%
-$23,484.3 
CAT Caterpillar Inc.
-3.71%
-$103,613.95 
APH Amphenol Corporation
-3.64%
-$18,293.67 
XMMO Invesco S&P MidCap Momentum ETF
-2.67%
-$30,339.72 
SLV iShares Silver Trust
-2.32%
-$35,233.35 
GLD SPDR Gold Shares
-1.4%
-$2,898.26 
ANET Arista Networks, Inc.
-0.61%
-$4,780.6 
AVGO Broadcom Inc.
-0.6%
-$11,850.3 
TSLA Tesla, Inc.
-0.58%
-$8,120.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$3,759.6 
AMZN Amazon.com Inc
-0.23%
-$8,236.73 
META Meta Platforms Inc Class A
-0.08%
-$1,252.58 
IDMO Invesco S&P International Developed Momentum ETF
-0.03%
-$8,565.72 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$63.56 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$57.98 Events
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Dividends
Dividend Analysis
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| Trades 1460 | Longs Won 1010/1460 69% | Profit Factor 21.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,784.84 |
| Average Win $111,303.7 | Best Trade (Jul 29) $11.9M | Sharpe Ratio -11.44 |
| Average Loss -$11,579.48 | Worst Trade (Jul 30) -$243,962.65 | Z-Score 4.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $73,428.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Rooted Wealth Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mid-Cap ETF - $5.47M, iShares Core International Stock ETF - $4.1M, JPMorgan Equity Premium Income Fund - $2.97M, Vanguard Dividend Appreciation ETF - $2.97M, and State Street SPDR Portfolio S&P 500 ETF - $2.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco KBW Bank ETF - $161,384.23, Salesforce Inc - $141,966.53, Nike, Inc. - Class B - $126,289.22, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $90,405.01, and UnitedHealth Group Incorporated - $75,552.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rooted Wealth Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.88M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.78M, Fidelity Total Bond ETF - $1.58M, Vanguard S&P 500 ETF - $1.56M, Invesco Total Return Bond ETF - $953,232.87, and iShares Core Dividend Growth ETF - $819,337.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rooted Wealth Advisors Inc.'s monthly returns?
Rooted Wealth Advisors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Rooted Wealth Advisors Inc.'s strategy be considered aggressive or moderate?
Rooted Wealth Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Rooted Wealth Advisors Inc.'s strategy?
Rooted Wealth Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
