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:
55.32%
Gain +0.16%
Monthly
0.74%
Yearly
9.26%
Drawdown
20%
$436.51M
Equity
Holdings
$436.51M
Investment
$342.85M
$110.59M
Profit +$429,169
Realized
$9.09M
Unrealized
$101.5M
Dividends
$23.95M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$429,169
Win %
73%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.25M
Win %
73%
This Month
Compared to last month
Gain
-0.8%
Profit
-$3.51M
Win %
73%
This Year
Compared to last year
Gain
-0.8%
Profit
-$3.52M
Win %
74%
Q Qnity Electronics Inc.
+5.78%
+$128,817.71 
AMZN Amazon.com Inc
+3.9%
+$477,086.34 
SCHF Schwab International Equity ETF
+3.18%
+$415,001.45 
NVDA NVIDIA Corporation
+2.65%
+$57,055.35 
DD DuPont de Nemours, Inc.
+0.09%
+$1,665.22 
TMO Thermo Fisher Scientific Inc.
+0.05%
+$3,018.9 
CVX Chevron Corporation
+0.02%
+$135.51 
GLW Corning Incorporated
+0.01%
+$16 
AAP Advance Auto Parts Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.28 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
CCJ Cameco Corporation
0%
$0 
COHR Coherent Corp.
0%
-$0.11 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
-$0.16 
DFCA Dimensional California Municipal Bond ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
-$0.01 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
+$0.02 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PWRD TCW Transform Systems ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
+$0.24 
QLYS Qualys, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.14 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SNOW Snowflake Inc.
0%
+$0.18 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
-$0.03 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
TT Trane Technologies plc
0%
+$0.21 
TTWO Take-Two Interactive Software, Inc.
0%
+$0.28 
TW Tradeweb Markets Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
-$0.16 
VB Vanguard Small-Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
-$0.02 
VPU Vanguard Utilities ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
VTR Ventas Inc.
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
-$0.1 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
META Meta Platforms Inc Class A
-7.95%
-$26,736.91 
ADBE Adobe Inc.
-5.89%
-$76,050.36 
JNJ Johnson & Johnson
-3.66%
-$8,340.89 
NKE Nike, Inc. - Class B
-2.15%
-$65,120.46 
DE Deere & Company
-1.88%
-$9,390.65 
AAPL Apple Inc.
-1.41%
-$430,279.3 
GOOGL Alphabet Inc
-0.91%
-$34,626.54 
DIS The Walt Disney Company
-0.02%
-$1,142.8 Events
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Dividends
Dividend Analysis
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| Trades 1649 | Longs Won 1040/1649 63% | Profit Factor 4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $506,565.57 |
| Average Win $141,843.84 | Best Trade (Jul 31) $11.64M | Sharpe Ratio -8.68 |
| Average Loss -$60,631.73 | Worst Trade (Dec 30) -$2.26M | Z-Score 9.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $67,066.63 |
| 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 | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Roberts Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Ultra-Short Income ETF - $3.59M, Alphabet Inc - $3.29M, Apple Inc - $2.58M, Trane Technologies plc - $2.11M, and JPMorgan Chase & Co - $2.03M. 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: Illumina, Inc - $3.29M, PayPal Holdings Inc - $2.63M, DocuSign Inc - $2.18M, Medtronic plc - $997,216.64, and Chewy Inc - $971,691.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roberts Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.95M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $3.61M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.18M, Verizon Communications Inc - $1.08M, JPMorgan Short Duration Core Plus ETF - $1.07M, and Vanguard FTSE Emerging Markets ETF - $886,955.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roberts Wealth Advisors LLC's monthly returns?
Roberts Wealth Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Roberts Wealth Advisors LLC's strategy be considered aggressive or moderate?
Roberts Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Roberts Wealth Advisors LLC's strategy?
Roberts Wealth Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
