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
376
$61K 0.01%
526
377
$61K 0.01%
4,165
378
$61K 0.01%
3,344
-1,434
379
$61K 0.01%
1,393
380
$60K 0.01%
324
+32
381
$59K 0.01%
1,162
382
$59K 0.01%
2,160
-400
383
$59K 0.01%
673
-11,931
384
$59K 0.01%
+2,900
385
$58K 0.01%
+1,530
386
$58K 0.01%
736
+720
387
$56K 0.01%
2,000
388
$55K 0.01%
900
-185
389
$55K 0.01%
450
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390
$55K 0.01%
302
391
$54K 0.01%
+2,235
392
$54K 0.01%
2,000
393
$54K 0.01%
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394
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395
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646
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396
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3,000
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397
$53K 0.01%
+963
398
$53K 0.01%
1,150
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399
$53K 0.01%
+553
400
$52K 0.01%
648
14 15
16
17 18