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
$4.02B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$145M
2 +$106M
3 +$50.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$43.1M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$34.3M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.96%
3 Consumer Staples 1.71%
4 Financials 1.59%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,508
277
-1,915