Aaron J. Wagner
Rwwm, Inc.
Assets Managed
$1.37B
Holdings
34
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-5.87%(2Q avg: -0.98%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Rwwm, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.
Assets under management
The assets under management (AUM) of Rwwm, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.37B in assets, with a quarterly growth rate of -5.87% and a 2-quarter average growth rate of -0.98%. The portfolio is managed by Aaron J. Wagner, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BABA Alibaba Group Holding-sp Adr
| 19.8% | $271.217M 2.162M shares@ $125.46 avg price | Decreased -9.11% |
DJCO Daily Journal Corp
| 12.7% | $173.913M 360,560 shares@ $482.34 avg price | Decreased -1.98% |
WFC Wells Fargo & Co
| 10.01% | $137.036M 1.721M shares@ $79.62 avg price | Decreased -2.63% |
WHR Whirlpool Corp
| 9.54% | $130.628M 2.423M shares@ $53.93 avg price | Increased 191.62% |
BRK.B Berkshire Hathaway Inc-cl B
| 8.53% | $116.73M 243,593 shares@ $479.21 avg price | Increased 0.68% |
FOXF Fox Factory Holding Corp
| 6.65% | $91.074M 5.533M shares@ $16.46 avg price | Increased 4.69% |
CRI Carter's Inc
| 6.12% | $83.763M 2.342M shares@ $35.77 avg price | Decreased -48.13% |
SGOV Ishares 0-3 Month Treasury B
| 5.3% | $72.554M 720,778 shares@ $100.67 avg price | Decreased -5.81% |
KHC Kraft Heinz Co The
| 5.27% | $72.071M 3.205M shares@ $22.49 avg price | Increased 28.17% |
XOM Exxon Mobil Corp
| 3.99% | $54.546M 321,503 shares@ $169.66 avg price | Decreased -18.7% |
1-10 of 34