RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
1-Year Return
13.31%
This Quarter Return
+4.03%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$4.57B
AUM Growth
+$402M
(+9.7%)
Cap. Flow
+$236M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
72.07%
Holding
359
New
104
Increased
122
Reduced
87
Closed
32
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$56.1M |
| 2 |
United Parcel Service
UPS
|
$12M |
| 3 |
Meta Platforms (Facebook)
META
|
$8.86M |
| 4 |
Palo Alto Networks
PANW
|
$8.49M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$7.85M |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Healthcare | 2.38% |
| 3 | Consumer Staples | 1.88% |
| 4 | Financials | 1.7% |
| 5 | Consumer Discretionary | 1.43% |
