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RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.94%
2 Financials 5.94%
3 Healthcare 4.03%
4 Industrials 3.05%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-100
402
-50
403
-1,000
404
-3,451
405
-4,844
406
-53
407
-1,077
408
-1,945
409
-300
410
-150
411
-131
412
-88
413
-70
414
-200
415
-407
416
-50
417
-100
418
-1,343
419
-5
420
-2
421
-1,000
422
-1,227
423
-10
424
0
425
-1,046