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
$896M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.5M
3
+$14.4M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$9.06M
5
META icon
Meta Platforms (Facebook)
META
+$8.98M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.57M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.78M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.62M

Sector Composition

1 Technology 6.86%
2 Financials 5.89%
3 Healthcare 3.82%
4 Industrials 3.06%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$79K 0.01%
1,928
+1,908
352
$79K 0.01%
1,138
353
$78K 0.01%
713
+50
354
$78K 0.01%
1,900
355
$78K 0.01%
530
+500
356
$77K 0.01%
1,056
-1,494
357
$76K 0.01%
1,000
358
$76K 0.01%
3,189
+456
359
$75K 0.01%
+600
360
$74K 0.01%
914
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361
$73K 0.01%
1,543
362
$73K 0.01%
+7,228
363
$71K 0.01%
614
364
$71K 0.01%
+2,056
365
$70K 0.01%
424
366
$70K 0.01%
462
367
$70K 0.01%
+273
368
$69K 0.01%
+3,158
369
$69K 0.01%
671
-13,358
370
$68K 0.01%
3,015
+2,030
371
$67K 0.01%
2,515
372
$66K 0.01%
1,000
373
$66K 0.01%
525
374
$66K 0.01%
900
375
$62K 0.01%
1,752
+95
13 14
15
16 17