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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
$947M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.03M
3
+$3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.57M

Top Sells

1
+$3.12M
2
+$2.97M
3
+$2.68M
4
WFC icon
Wells Fargo
WFC
+$2.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.06M

Sector Composition

1 Technology 6.73%
2 Financials 5.33%
3 Healthcare 4.38%
4 Industrials 3.27%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$163K 0.02%
22,750
+2,500
227
$92K 0.01%
10,074
+52
228
$15K ﹤0.01%
465
229
$8K ﹤0.01%
15,000
230
$3K ﹤0.01%
+500
231
– –
-3,676
232
– –
-24,511
233
– –
-14,801
234
– –
-5,956
235
– –
-6,557
236
– –
-22,144
237
– –
-3,881
238
– –
-23,373
239
– –
-1,422
240
– –
-16,950
241
– –
-1,375
242
– –
-4,144
243
– –
-1,570
6 7 8 9
10