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
$7.43B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$18.4M
3
+$18M
4
FSLR icon
First Solar
FSLR
+$14M
5
DG icon
Dollar General
DG
+$12.9M

Top Sells

1
+$43.7M
2
+$18.9M
3
+$17.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.6M

Sector Composition

1 Technology 8.01%
2 Healthcare 4.98%
3 Financials 4.07%
4 Consumer Staples 3.54%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.26M 0.03%
20,434
+1,721
227
$2.22M 0.03%
27,634
-3,543
228
$2.22M 0.03%
139,011
+249
229
$2.21M 0.03%
34,845
-79,697
230
$2.19M 0.03%
164,772
-128
231
$2.18M 0.03%
46,414
-3,468
232
$2.12M 0.03%
8,575
+316
233
$2.1M 0.03%
40,350
234
$2.09M 0.03%
55,086
+2,125
235
$2.09M 0.03%
3,609
236
$2.08M 0.03%
119,465
237
$2.07M 0.03%
29,542
-236
238
$2.04M 0.03%
19,472
239
$2.03M 0.03%
11,800
+1,376
240
$2.02M 0.03%
9,679
-2,281
241
$2.01M 0.03%
11,164
+9,794
242
$1.98M 0.03%
26,186
-1,669
243
$1.94M 0.03%
26,857
-815
244
$1.93M 0.03%
4,408
+38
245
$1.92M 0.03%
26,109
-1,807
246
$1.92M 0.03%
21,176
-538
247
$1.88M 0.03%
13,727
-5
248
$1.86M 0.03%
2,863
-225
249
$1.86M 0.03%
41,825
250
$1.85M 0.03%
27,689
+241
8 9
10
11 12