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
301
$1.15M 0.01%
5,154
+38
302
$1.15M 0.01%
6,802
-1,087
303
$1.14M 0.01%
78,304
304
$1.14M 0.01%
18,348
-2
305
$1.11M 0.01%
6,360
+64
306
$1.11M 0.01%
2,341
-122
307
$1.11M 0.01%
22,990
308
$1.1M 0.01%
3,224
+233
309
$1.09M 0.01%
8,699
+1,622
310
$1.08M 0.01%
7,156
-398
311
$1.08M 0.01%
36,526
-3,182
312
$1.08M 0.01%
27,825
-1,350
313
$1.07M 0.01%
113,404
-2,235
314
$1.06M 0.01%
38,322
-174
315
$1.06M 0.01%
10,036
-108,703
316
$1.06M 0.01%
19,851
-2,022
317
$1.05M 0.01%
33,594
-544
318
$1.04M 0.01%
7,894
319
$1.04M 0.01%
10,071
+773
320
$1.03M 0.01%
96,602
-96,601
321
$1.02M 0.01%
5,051
+86
322
$1.01M 0.01%
2,381
-565
323
$1M 0.01%
+34,005
324
$999K 0.01%
13,003
+685
325
$998K 0.01%
16,712
+1,131
11 12
13
14 15