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
401
$560K 0.01%
1,867
+149
402
$558K 0.01%
4,157
+200
403
$557K 0.01%
4,325
+2,422
404
$537K 0.01%
4,944
+1,976
405
$535K 0.01%
2,967
-1,136
406
$535K 0.01%
5,985
+33
407
$533K 0.01%
2,506
+103
408
$528K 0.01%
417
-38
409
$526K 0.01%
5,026
+2,306
410
$524K 0.01%
5,874
-5,195
411
$523K 0.01%
6,176
412
$522K 0.01%
+9,845
413
$517K 0.01%
734
-3
414
$516K 0.01%
8,859
+19
415
$505K 0.01%
3,976
-3,049
416
$468K 0.01%
8,791
+2,036
417
$462K 0.01%
2,837
-944
418
$458K 0.01%
26,158
-7
419
$457K 0.01%
+6,031
420
$453K 0.01%
8,977
+153
421
$448K 0.01%
9,372
-148
422
$447K 0.01%
22,549
423
$446K 0.01%
3,120
424
$444K 0.01%
19,910
425
$443K 0.01%
6,430
-11,606
15 16
17
18 19