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
451
$309K ﹤0.01%
1,341
-419
452
$307K ﹤0.01%
3,600
+100
453
$306K ﹤0.01%
6,741
+1
454
$304K ﹤0.01%
8,538
455
$303K ﹤0.01%
1,842
+8
456
$303K ﹤0.01%
9,445
-641
457
$302K ﹤0.01%
3,600
458
$300K ﹤0.01%
3,000
459
$300K ﹤0.01%
+4,691
460
$298K ﹤0.01%
+13,718
461
$296K ﹤0.01%
3,791
462
$296K ﹤0.01%
922
+15
463
$293K ﹤0.01%
4,390
-74
464
$287K ﹤0.01%
3,053
-370
465
$285K ﹤0.01%
2,302
-116
466
$285K ﹤0.01%
9,259
467
$280K ﹤0.01%
2,689
-24
468
$277K ﹤0.01%
4,163
+1
469
$275K ﹤0.01%
1,568
470
$275K ﹤0.01%
+8,508
471
$272K ﹤0.01%
5,740
472
$271K ﹤0.01%
3,305
-169
473
$271K ﹤0.01%
1,859
474
$270K ﹤0.01%
2,049
-194
475
$269K ﹤0.01%
2,850
+6
17 18
19
20 21