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
376
$689K 0.01%
7,852
-44
377
$676K 0.01%
2,666
+29
378
$675K 0.01%
19,514
379
$674K 0.01%
17,559
+6,745
380
$668K 0.01%
3,251
+391
381
$666K 0.01%
7,141
+203
382
$666K 0.01%
10,273
+18
383
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3,492
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384
$645K 0.01%
8,523
+1
385
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2,650
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386
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2,788
-167
387
$624K 0.01%
4,613
-4
388
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2,509
+201
389
$610K 0.01%
+20,019
390
$610K 0.01%
10,079
-299,906
391
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392
$595K 0.01%
9,087
-2,512
393
$592K 0.01%
4,250
-50
394
$592K 0.01%
7,225
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395
$589K 0.01%
5,665
+3,241
396
$580K 0.01%
7,222
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397
$572K 0.01%
49,628
398
$570K 0.01%
3,632
+350
399
$565K 0.01%
28,835
400
$561K 0.01%
+2,727
14 15
16
17 18