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RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.1%
2 Financials 5.71%
3 Healthcare 4.55%
4 Industrials 3.14%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$103K 0.01%
11,765
+83
227
$97K 0.01%
20,250
-5,126
228
$17K ﹤0.01%
465
229
$7K ﹤0.01%
15,000
230
-3,163
231
-36,235
232
-322,465
233
-5,806
234
-33,006
235
-9,436
236
-5,830
237
-6,084
238
-33,898
239
-4,974
240
-5,800
241
-59,379
242
-6,576
243
-69,148
244
-20,046
245
-7,040
246
-54,950