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
$8.12B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$53.6M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
TPL icon
Texas Pacific Land
TPL
+$14.4M

Top Sells

1
+$21.6M
2
+$18.1M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$13.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M

Sector Composition

1 Technology 9.22%
2 Financials 4.73%
3 Healthcare 4.46%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.94M 0.02%
31,952
-75,714
252
$1.93M 0.02%
20,886
+344
253
$1.93M 0.02%
4,320
+80
254
$1.91M 0.02%
597
+88
255
$1.9M 0.02%
41,998
-738
256
$1.9M 0.02%
22,422
+800
257
$1.86M 0.02%
48,794
+2,579
258
$1.84M 0.02%
15,679
+231
259
$1.84M 0.02%
59,971
-5,347
260
$1.84M 0.02%
65,983
+20,331
261
$1.84M 0.02%
41,358
-300
262
$1.81M 0.02%
13,766
+4,712
263
$1.8M 0.02%
22,541
+366
264
$1.76M 0.02%
22,766
+613
265
$1.75M 0.02%
12,227
-741
266
$1.74M 0.02%
16,963
267
$1.67M 0.02%
7,883
+16
268
$1.66M 0.02%
28,629
+5,046
269
$1.64M 0.02%
11,905
+4,564
270
$1.62M 0.02%
6,691
+621
271
$1.61M 0.02%
4,907
-802
272
$1.6M 0.02%
30,681
+25,448
273
$1.58M 0.02%
+16,227
274
$1.57M 0.02%
9,861
-699
275
$1.51M 0.02%
119,465
9 10
11
12 13