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
301
$1.02M 0.01%
37,551
+3
302
$1.02M 0.01%
5,538
+83
303
$1.01M 0.01%
11,671
-554
304
$1M 0.01%
4,972
-1,066
305
$993K 0.01%
17,253
+12,824
306
$988K 0.01%
5,836
+31
307
$984K 0.01%
40,900
-500
308
$978K 0.01%
11,224
-37
309
$972K 0.01%
33,314
+1,079
310
$956K 0.01%
2,433
-117
311
$948K 0.01%
5,252
-96
312
$935K 0.01%
6,792
313
$934K 0.01%
6,076
-7,386
314
$923K 0.01%
17,479
+550
315
$921K 0.01%
25,525
-375
316
$914K 0.01%
2,636
317
$905K 0.01%
9,360
+300
318
$900K 0.01%
23,560
-535
319
$898K 0.01%
9,636
-2,736
320
$897K 0.01%
4,852
-40
321
$874K 0.01%
37,720
+44
322
$868K 0.01%
15,455
-4
323
$866K 0.01%
11,489
+9
324
$865K 0.01%
15,006
-102
325
$858K 0.01%
18,464
-824
11 12
13
14 15