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
351
$687K 0.01%
5,831
+200
352
$686K 0.01%
4,397
-92
353
$684K 0.01%
3,464
+83
354
$671K 0.01%
3,071
-20
355
$670K 0.01%
2,796
356
$667K 0.01%
16,836
-1,335
357
$666K 0.01%
15,813
+3,118
358
$666K 0.01%
3,089
+67
359
$666K 0.01%
2,285
+94
360
$665K 0.01%
9,218
361
$663K 0.01%
15,925
-3,335
362
$652K 0.01%
10,539
+4
363
$650K 0.01%
10,215
+6
364
$639K 0.01%
3,779
-6,866
365
$632K 0.01%
12,403
366
$628K 0.01%
15,938
+3,580
367
$621K 0.01%
3,504
-782
368
$615K 0.01%
8,569
-38
369
$614K 0.01%
6,949
+88
370
$609K 0.01%
2,296
+35
371
$608K 0.01%
+49,628
372
$604K 0.01%
5,626
-12,410
373
$595K 0.01%
4,552
+11
374
$594K 0.01%
5,897
-3,029
375
$592K 0.01%
17,956
+5
13 14
15
16 17