RWA
Roberts Wealth Advisors LLC Portfolio
Invests via Roberts Wealth Advisors LLC | Managed by Aryn Sands
Invests via Roberts Wealth Advisors LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Roberts Wealth Advisors LLC operates as a comprehensive financial services firm specializing in customized wealth management solutions for high-net-worth clients. With a robust understanding of market dynamics and individual client needs, the company is positioned to deliver tailored strategies that align with specific life goals. This entity has cultivated strong relationships within its client base, empowering families and individuals through personalized advisory services. By focusing on holistic financial planning, Roberts Wealth Advisors underscores its commitment to long-term wealth preservation and growth.
Roberts Wealth Advisors LLC operates as a comprehensive financial services firm specializing in customized wealth management solutions for high-net-worth clients. With a robust understanding of market dynamics and individual client needs, the company is positioned to deliver tailored strategies that align with specific life goals. This entity has cultivated strong relationships within its client base, empowering families and individuals through personalized advisory services. By focusing on holistic financial planning, Roberts Wealth Advisors underscores its commitment to long-term wealth preservation and growth.
Investment Philosophy & Strategy
Grounded in a profound understanding of client aspirations, Roberts Wealth Advisors LLC emphasizes proactive wealth management tailored for affluent individuals. The firm champions a relational approach, leveraging its deep industry insights to construct personalized financial strategies that adapt to life changes and goals. A distinct focus on holistic planning enables it to navigate complex market environments effectively while prioritizing clients’ unique needs. By fostering enduring relationships and transparency, this entity ensures that capital deployment reflects the values and ambitions of each family or individual it serves.
Grounded in a profound understanding of client aspirations, Roberts Wealth Advisors LLC emphasizes proactive wealth management tailored for affluent individuals. The firm champions a relational approach, leveraging its deep industry insights to construct personalized financial strategies that adapt to life changes and goals. A distinct focus on holistic planning enables it to navigate complex market environments effectively while prioritizing clients’ unique needs. By fostering enduring relationships and transparency, this entity ensures that capital deployment reflects the values and ambitions of each family or individual it serves.
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:
36.42%
Gain +0.31%
Monthly
0.41%
Yearly
5.07%
Drawdown
17.6%
$425.31M
Equity
Holdings
$425.31M
Investment
$320.47M
$110.28M
Profit +$1.53M
Realized
$5.45M
Unrealized
$104.84M
Dividends
$22.93M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$1.53M
Win %
74%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$5.38M
Win %
74%
This Month
Compared to last month
Gain
-1.98%
Profit
-$8.59M
Win %
74%
This Year
Compared to last year
Gain
3.16%
Profit
$14.98M
Win %
73%
COHR Coherent Corp.
+5.92%
+$757,938.65 
BE Bloom Energy Corporation
+4.64%
+$56,632.44 
QCOM QUALCOMM Incorporated
+4.32%
+$220,121.28 
DD DuPont de Nemours Inc.
+3.02%
+$57,168.83 
SCHW Charles Schwab Corporation
+2.73%
+$63,803.3 
VZ Verizon Communications Inc.
+2.46%
+$79,130.21 
JPM JPMorgan Chase & Co.
+2.3%
+$177,077.97 
TW Tradeweb Markets Inc.
+2.21%
+$80,931.45 
WSM Williams-Sonoma, Inc.
+2.17%
+$133,940.78 
CCJ Cameco Corporation
+2.01%
+$79,574.13 
XLB Materials Select Sector SPDR Fund
+1.9%
+$5,499.98 
KMI Kinder Morgan, Inc.
+1.82%
+$3,993.99 
PWRD TCW Transform Systems ETF
+1.68%
+$8,542.72 
ZBH Zimmer Biomet Holdings, Inc.
+1.66%
+$27,847.25 
GLW Corning Incorporated
+1.62%
+$4,581.72 
WFC Wells Fargo & Company
+1.62%
+$7,178.3 
UNP Union Pacific Corporation
+1.58%
+$26,439.25 
LIN Linde plc
+1.58%
+$85,039.8 
DE Deere & Company
+1.55%
+$11,164.92 
XLF Financial Select Sector SPDR Fund
+1.39%
+$21,575.15 
ADI Analog Devices, Inc.
+1.37%
+$8,937.14 
NEE NextEra Energy, Inc.
+1.3%
+$82,944.62 
ABBV AbbVie Inc.
+1.3%
+$3,772.01 
LRCX Lam Research Corporation
+1.19%
+$7,040.6 
VPU Vanguard Utilities ETF
+1.16%
+$3,686.28 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$14,574.32 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$32,162.64 
NSC Norfolk Southern Corporation
+1.07%
+$6,871.56 
JNJ Johnson & Johnson
+1.05%
+$2,147.5 
V Visa Inc. Class A
+1.05%
+$52,688.69 
IJR iShares Core S&P Small-Cap ETF
+1%
+$27,839.3 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$4,941.99 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,043.87 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$44,415.58 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$22,442.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,134.61 
PG Procter & Gamble Co
+0.85%
+$37,028.78 
VTR Ventas Inc.
+0.83%
+$29,367.1 
SO The Southern Company
+0.79%
+$6,425.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$91,860.56 
XLE Energy Select Sector SPDR Fund
+0.77%
+$5,791.28 
CVX Chevron Corporation
+0.75%
+$8,213.74 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$2,822.18 
HD The Home Depot, Inc.
+0.73%
+$16,617.6 
VB Vanguard Small-Cap ETF
+0.73%
+$110,109.59 
COST Costco Wholesale Corporation
+0.72%
+$38,354.13 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$4,248.78 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$3,094.95 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$8,898.2 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,856.94 
IVV iShares Core S&P 500 ETF
+0.58%
+$8,716.12 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$17,457.17 
GOOGL Alphabet Inc
+0.56%
+$22,570.11 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,997.96 
GOOG Alphabet Inc
+0.46%
+$110,435.96 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,603.8 
PEP PepsiCo, Inc.
+0.4%
+$1,128.1 
QLYS Qualys, Inc.
+0.37%
+$1,312 
ROK Rockwell Automation, Inc.
+0.36%
+$22,200.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$35,487.25 
GSK GSK plc Sponsored ADR
+0.31%
+$14,103.54 
AAP Advance Auto Parts Inc.
+0.3%
+$10,954.44 
XOM Exxon Mobil Corporation
+0.29%
+$8,735.67 
SCHF Schwab International Equity ETF
+0.29%
+$38,284.56 
FANG Diamondback Energy Inc
+0.28%
+$6,612.84 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$3,843.07 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$975.04 
NVDA NVIDIA Corporation
+0.18%
+$4,658.67 
MSFT Microsoft Corp.
+0.13%
+$17,636.32 
EA Electronic Arts Inc.
+0.11%
+$3,382.5 
ORCL Oracle Corporation
+0.05%
+$597.17 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$9,562.45 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$362.93 
FLXR TCW Flexible Income ETF
+0.01%
+$26.27 
DFCA Dimensional California Municipal Bond ETF
+0.01%
+$42.74 
Q
0%
$0 
SNOW
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
ADBE Adobe Inc.
-6.75%
-$76,737.76 
SE Sea Ltd.
-3.21%
-$99,033 
LLY Eli Lilly and Company
-2.41%
-$19,009.37 
NKE Nike, Inc. - Class B
-2.33%
-$66,736.97 
ZTS Zoetis Inc.
-2.25%
-$25,993.32 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$65,681.56 
AAPL Apple Inc.
-1.52%
-$415,966.5 
MRK Merck & Co., Inc.
-1.41%
-$112,903.4 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$59,556.66 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$39,092.94 
AMZN Amazon.com Inc
-1.21%
-$162,312.66 
AMT American Tower Corporation
-1.16%
-$58,583.8 
NFLX Netflix, Inc.
-1.14%
-$5,431.2 
UBER Uber Technologies, Inc.
-1.12%
-$3,381.3 
IBM International Business Machines Corporation
-0.96%
-$3,351.22 
AVGO Broadcom Inc.
-0.94%
-$6,056.28 
CSCO Cisco Systems, Inc.
-0.6%
-$52,118.35 
ISRG Intuitive Surgical, Inc.
-0.45%
-$16,366.8 
TT Trane Technologies plc
-0.42%
-$42,261.18 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$6,703.44 
RTX RTX Corporation
-0.33%
-$7,823.25 
DIS The Walt Disney Company
-0.31%
-$16,834.24 
META Meta Platforms Inc Class A
-0.23%
-$738.39 
CRM Salesforce Inc
-0.22%
-$6,624 
GILD Gilead Sciences Inc.
-0.21%
-$790.4 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$2,436.71 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$8,522.96 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$329.18 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$20,558.06 
INTU Intuit Inc.
-0.07%
-$1,043.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$61.62 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$448.69 Events
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Dividends
Dividend Analysis
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| Trades 1546 | Longs Won 961/1546 62% | Profit Factor 3.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $554,315.87 |
| Average Win $153,681.27 | Best Trade (Jun 12) $13.55M | Sharpe Ratio -11.82 |
| Average Loss -$63,937.26 | Worst Trade (Dec 30) -$2.26M | Z-Score 2.12 (96.61%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 2d | Expectancy $71,335.32 |
| 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 | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
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Returns
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