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
$1.34B
AUM Growth
-$8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$33.2M
2 +$6.44M
3 +$6.06M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$5.95M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$5.91M

Sector Composition

1 Technology 10.02%
2 Healthcare 4.97%
3 Financials 4.45%
4 Industrials 4.33%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-5,945