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
276
$1.3M 0.02%
6,175
+1,135
277
$1.29M 0.02%
12,476
278
$1.28M 0.02%
5,006
-44
279
$1.2M 0.02%
9,745
-170
280
$1.2M 0.02%
3,938
281
$1.2M 0.02%
44,565
+9,273
282
$1.19M 0.02%
20,541
-1,479
283
$1.19M 0.02%
36,126
+11,444
284
$1.19M 0.02%
8,027
-296
285
$1.17M 0.02%
21,545
-219
286
$1.17M 0.02%
16,836
287
$1.16M 0.02%
3,475
-4
288
$1.15M 0.02%
10,066
-14
289
$1.14M 0.02%
87,475
290
$1.13M 0.02%
23,880
291
$1.12M 0.02%
2,827
292
$1.11M 0.02%
2,130
-16
293
$1.1M 0.01%
3,031
-386
294
$1.1M 0.01%
8,633
-1,370
295
$1.07M 0.01%
18,429
-305,589
296
$1.06M 0.01%
3,045
-35
297
$1.06M 0.01%
6,462
-127
298
$1.04M 0.01%
7,933
-43
299
$1.03M 0.01%
11,262
-1,041
300
$1.02M 0.01%
14,642
-472
10 11
12
13 14