RWP

RWA Wealth Partners Portfolio holdings

AUM $8.8B
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.5M
3
+$14.4M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$9.06M
5
META icon
Meta Platforms (Facebook)
META
+$8.98M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.57M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.78M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.62M

Sector Composition

1 Technology 6.86%
2 Financials 5.89%
3 Healthcare 3.82%
4 Industrials 3.06%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.02%
2,987
+1,791
227
$206K 0.02%
5,000
228
$200K 0.02%
2,051
+1,696
229
$200K 0.02%
1,371
+51
230
$194K 0.02%
1,427
+160
231
$193K 0.02%
2,993
+905
232
$192K 0.02%
2,429
+1,759
233
$191K 0.02%
3,261
234
$190K 0.02%
+7,347
235
$185K 0.02%
4,300
-242
236
$183K 0.02%
6,715
237
$180K 0.02%
1,286
+211
238
$178K 0.02%
2,656
-1,488
239
$178K 0.02%
2,194
+494
240
$178K 0.02%
2,425
-1,000
241
$176K 0.02%
+4,974
242
$175K 0.02%
3,767
243
$175K 0.02%
3,224
+1,602
244
$171K 0.02%
3,500
245
$169K 0.02%
1,218
-351
246
$168K 0.02%
1,578
-29,746
247
$168K 0.02%
+2,863
248
$168K 0.02%
9,198
-360
249
$167K 0.02%
6,003
250
$167K 0.02%
4,470
8 9
10
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