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
351
$842K 0.01%
5,067
352
$814K 0.01%
7,413
-1,309
353
$812K 0.01%
1,867
+28
354
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14,965
+688
355
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+14,003
356
$803K 0.01%
15,361
+453
357
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+2,828
358
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+1,679
359
$792K 0.01%
2,273
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360
$775K 0.01%
38,214
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361
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6,709
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8,214
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363
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+380
364
$755K 0.01%
+12,343
365
$744K 0.01%
5,309
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366
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8,171
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368
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369
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9,218
370
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8,614
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371
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3,050
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372
$708K 0.01%
2,625
+19
373
$702K 0.01%
5,031
+57
374
$700K 0.01%
2,948
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375
$689K 0.01%
9,223
+20
13 14
15
16 17