RWPA
Richard W. Paul & Associates Portfolio holdings
AUM
$277M
This Quarter Return
-3.77%
1 Year Return
+15.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(-4.8%)
Cap. Flow
-$3.33M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
34.3%
Holding
572
New
25
Increased
118
Reduced
203
Closed
60
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.04% |
| 2 | Healthcare | 4.93% |
| 3 | Communication Services | 3.66% |
| 4 | Financials | 3.61% |
| 5 | Consumer Discretionary | 3.61% |
