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
401
$52K 0.01%
3,543
+1,216
402
$52K 0.01%
+1,500
403
$52K 0.01%
2,000
404
$52K 0.01%
400
405
$52K 0.01%
933
406
$51K 0.01%
+8,000
407
$51K 0.01%
4,000
408
$51K 0.01%
4,130
409
$51K 0.01%
2,000
410
$51K 0.01%
+1,200
411
$51K 0.01%
3,581
412
$50K 0.01%
+2,356
413
$50K 0.01%
+400
414
$50K 0.01%
+1,600
415
$50K 0.01%
+650
416
$49K 0.01%
2,740
417
$49K 0.01%
3,100
+1,000
418
$49K 0.01%
622
+565
419
$48K 0.01%
+1,500
420
$48K 0.01%
1,800
421
$48K 0.01%
764
+622
422
$48K 0.01%
936
423
$48K 0.01%
+689
424
$47K 0.01%
+1,151
425
$47K 0.01%
1,343
+602
15 16
17
18 19