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
251
$1.8M 0.02%
22,050
252
$1.78M 0.02%
50,006
+1,151
253
$1.73M 0.02%
68,775
-6,000
254
$1.68M 0.02%
15,233
-2,445
255
$1.67M 0.02%
18,763
256
$1.65M 0.02%
32,034
+147
257
$1.65M 0.02%
32,195
+7
258
$1.62M 0.02%
32,345
-500
259
$1.6M 0.02%
12,152
+217
260
$1.58M 0.02%
7,659
-202
261
$1.56M 0.02%
18,102
+6,030
262
$1.55M 0.02%
3,232
+330
263
$1.47M 0.02%
38,939
-1,546
264
$1.43M 0.02%
3,423
-195
265
$1.42M 0.02%
+31,347
266
$1.42M 0.02%
7,297
-358
267
$1.41M 0.02%
10,458
268
$1.41M 0.02%
22,357
+2,108
269
$1.41M 0.02%
6,865
+7
270
$1.4M 0.02%
24,151
+3,600
271
$1.39M 0.02%
4,860
+3,535
272
$1.36M 0.02%
433
+82
273
$1.34M 0.02%
15,593
-500
274
$1.34M 0.02%
15,847
-143
275
$1.32M 0.02%
4,671
-77
9 10
11
12 13