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
376
$584K 0.01%
6,508
-176
377
$583K 0.01%
+10,345
378
$578K 0.01%
3,619
379
$568K 0.01%
5,966
-384
380
$552K 0.01%
14,177
-2,345
381
$551K 0.01%
3,975
-198
382
$551K 0.01%
+447
383
$547K 0.01%
10,075
-798
384
$545K 0.01%
7,356
+218
385
$545K 0.01%
8,300
-4,539
386
$542K 0.01%
2,518
-14,478
387
$541K 0.01%
26,158
388
$537K 0.01%
11,548
-730
389
$536K 0.01%
2,332
390
$531K 0.01%
5,553
+2,433
391
$526K 0.01%
4,429
392
$524K 0.01%
727
-16
393
$517K 0.01%
8,025
394
$503K 0.01%
4,900
+107
395
$500K 0.01%
40,998
396
$484K 0.01%
15,162
397
$484K 0.01%
9,618
-19,304
398
$482K 0.01%
10,365
399
$463K 0.01%
6,190
+136
400
$463K 0.01%
5,390
-158
14 15
16
17 18