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
451
$379K ﹤0.01%
3,201
-97
452
$375K ﹤0.01%
3,621
+600
453
$366K ﹤0.01%
780
+25
454
$366K ﹤0.01%
4,681
-70,369
455
$363K ﹤0.01%
11,059
+32
456
$361K ﹤0.01%
4,593
+93
457
$360K ﹤0.01%
+4,754
458
$359K ﹤0.01%
+6,142
459
$356K ﹤0.01%
+3,348
460
$354K ﹤0.01%
14,875
461
$352K ﹤0.01%
7,876
-726
462
$352K ﹤0.01%
3,539
463
$348K ﹤0.01%
5,105
-2,447
464
$348K ﹤0.01%
5,155
+176
465
$347K ﹤0.01%
6,299
466
$336K ﹤0.01%
+1,805
467
$335K ﹤0.01%
12,583
468
$334K ﹤0.01%
4,974
-6,042
469
$333K ﹤0.01%
10,000
470
$329K ﹤0.01%
+3,350
471
$327K ﹤0.01%
40
472
$326K ﹤0.01%
8,593
+540
473
$326K ﹤0.01%
3,085
474
$324K ﹤0.01%
7,100
475
$322K ﹤0.01%
1,600
17 18
19
20 21