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
426
$442K 0.01%
9,540
427
$441K 0.01%
11,800
+5,300
428
$439K 0.01%
10,438
+697
429
$431K 0.01%
3,895
430
$430K 0.01%
2,347
-1,080
431
$428K 0.01%
6,826
+5
432
$426K 0.01%
18,735
+633
433
$425K 0.01%
3,661
+1
434
$422K 0.01%
3,476
+412
435
$420K 0.01%
4,400
-488
436
$413K 0.01%
2,674
-50
437
$413K 0.01%
9,049
438
$412K 0.01%
242
+20
439
$410K 0.01%
14,956
-551
440
$409K 0.01%
8,255
-37,598
441
$407K 0.01%
9,430
-435
442
$403K 0.01%
8,025
-5,918
443
$400K ﹤0.01%
7,889
-148
444
$400K ﹤0.01%
+15,686
445
$399K ﹤0.01%
18,370
446
$397K ﹤0.01%
6,579
447
$396K ﹤0.01%
2,523
-30
448
$396K ﹤0.01%
3,283
449
$389K ﹤0.01%
5,430
+859
450
$380K ﹤0.01%
3,800
+200
16 17
18
19 20