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
451
$38K ﹤0.01%
+2,286
452
$38K ﹤0.01%
2,300
453
$37K ﹤0.01%
+686
454
$37K ﹤0.01%
+1,968
455
$37K ﹤0.01%
+450
456
$37K ﹤0.01%
432
457
$36K ﹤0.01%
2,042
458
$36K ﹤0.01%
3,855
459
$36K ﹤0.01%
2,700
+1,000
460
$36K ﹤0.01%
555
461
$36K ﹤0.01%
233
-85
462
$36K ﹤0.01%
297
463
$35K ﹤0.01%
301
464
$35K ﹤0.01%
492
465
$35K ﹤0.01%
1,690
-3,000
466
$35K ﹤0.01%
+1,084
467
$34K ﹤0.01%
+1,596
468
$34K ﹤0.01%
+1,375
469
$34K ﹤0.01%
2,015
-325
470
$34K ﹤0.01%
1,153
+851
471
$33K ﹤0.01%
+242
472
$33K ﹤0.01%
207
-40
473
$32K ﹤0.01%
457
+251
474
$32K ﹤0.01%
888
+800
475
$32K ﹤0.01%
+2,634
17 18
19
20 21