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
401
$463K 0.01%
9,117
-2,070
402
$454K 0.01%
28,835
+10,000
403
$453K 0.01%
2,836
+237
404
$449K 0.01%
2,402
405
$448K 0.01%
10,277
-117
406
$447K 0.01%
4,922
-149
407
$441K 0.01%
4,570
408
$440K 0.01%
8,318
-300
409
$434K 0.01%
8,608
+69
410
$433K 0.01%
18,817
-922
411
$428K 0.01%
2,760
412
$427K 0.01%
6,368
+20
413
$424K 0.01%
6,299
414
$422K 0.01%
9,443
-103
415
$420K 0.01%
19,910
416
$415K 0.01%
10,310
-1,025
417
$415K 0.01%
28,499
418
$409K 0.01%
3,097
+12
419
$403K 0.01%
2,105
-59
420
$397K 0.01%
7,697
-407
421
$397K 0.01%
15,277
422
$396K 0.01%
6,430
423
$394K 0.01%
3,206
-2,196
424
$387K 0.01%
2,693
+250
425
$382K 0.01%
397
-30
15 16
17
18 19