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
276
$1.49M 0.02%
11,289
-745
277
$1.49M 0.02%
14,699
-1,985
278
$1.44M 0.02%
3,583
+95
279
$1.44M 0.02%
3,938
280
$1.43M 0.02%
15,134
+1
281
$1.42M 0.02%
+19,148
282
$1.4M 0.02%
20,217
+1,798
283
$1.36M 0.02%
22,199
-825
284
$1.36M 0.02%
3,961
-807
285
$1.35M 0.02%
19,291
+1,427
286
$1.35M 0.02%
6,036
+513
287
$1.34M 0.02%
11,172
+291
288
$1.34M 0.02%
12,147
+1,580
289
$1.3M 0.02%
12,581
+6,001
290
$1.29M 0.02%
12,252
-221
291
$1.29M 0.02%
51,170
-2,000
292
$1.27M 0.02%
14,249
+315
293
$1.26M 0.02%
39,098
+1,217
294
$1.24M 0.02%
45,557
+2,393
295
$1.22M 0.02%
+13,684
296
$1.2M 0.01%
5,105
+94
297
$1.19M 0.01%
39,150
298
$1.18M 0.01%
4,462
-37
299
$1.16M 0.01%
5,237
-162
300
$1.16M 0.01%
9,566
-114
10 11
12
13 14