RWPA
Richard W. Paul & Associates Portfolio holdings
AUM
$277M
1-Year Return
15.8%
This Quarter Return
+8.48%
1 Year Return
+15.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
+$18.6M
(+9.3%)
Cap. Flow
+$5.87M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
28.92%
Holding
572
New
28
Increased
179
Reduced
150
Closed
21
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.22% |
| 2 | Healthcare | 4.88% |
| 3 | Consumer Discretionary | 4.01% |
| 4 | Communication Services | 3.86% |
| 5 | Financials | 3.48% |
