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
426
$373K 0.01%
3,895
427
$370K 0.01%
5,158
-2,944
428
$368K 0.01%
10,754
-440
429
$360K ﹤0.01%
14,875
430
$359K ﹤0.01%
3,539
+1,117
431
$354K ﹤0.01%
+4,501
432
$351K ﹤0.01%
7,100
433
$349K ﹤0.01%
4,573
-6,543
434
$336K ﹤0.01%
222
435
$335K ﹤0.01%
10,406
-546
436
$333K ﹤0.01%
1,992
-3
437
$331K ﹤0.01%
3,283
438
$328K ﹤0.01%
1,605
439
$328K ﹤0.01%
1,921
-113
440
$327K ﹤0.01%
10,723
+43
441
$326K ﹤0.01%
3,056
+845
442
$325K ﹤0.01%
7,859
-244
443
$324K ﹤0.01%
40
444
$320K ﹤0.01%
18,370
445
$319K ﹤0.01%
1,315
446
$317K ﹤0.01%
2,453
+168
447
$314K ﹤0.01%
1,408
-27
448
$312K ﹤0.01%
5,389
-215
449
$312K ﹤0.01%
12,583
-1,353
450
$311K ﹤0.01%
626
-83
16 17
18
19 20