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
426
$46K 0.01%
2,150
+1,000
427
$45K 0.01%
2,800
+2,000
428
$45K 0.01%
147
429
$44K ﹤0.01%
2,000
430
$44K ﹤0.01%
329
431
$44K ﹤0.01%
+3,253
432
$44K ﹤0.01%
+1,150
433
$44K ﹤0.01%
+1,000
434
$44K ﹤0.01%
2,000
435
$43K ﹤0.01%
230
+210
436
$43K ﹤0.01%
+1,000
437
$43K ﹤0.01%
+428
438
$42K ﹤0.01%
+340
439
$42K ﹤0.01%
+485
440
$41K ﹤0.01%
1,350
441
$41K ﹤0.01%
1,498
+1,418
442
$41K ﹤0.01%
+3,451
443
$40K ﹤0.01%
300
-34
444
$40K ﹤0.01%
1,747
445
$40K ﹤0.01%
+100
446
$40K ﹤0.01%
+200
447
$39K ﹤0.01%
496
448
$39K ﹤0.01%
385
+30
449
$39K ﹤0.01%
+1,725
450
$38K ﹤0.01%
766
16 17
18
19 20