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
$1.34B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.8M
3
+$6.8M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.44M
5
ABNB icon
Airbnb
ABNB
+$6.15M

Top Sells

1
+$19.9M
2
+$7.22M
3
+$6.85M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$6.82M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$6.42M

Sector Composition

1 Technology 9.7%
2 Healthcare 5.06%
3 Industrials 4.54%
4 Financials 4.42%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.88%
100,565
+45
27
$11.8M 0.88%
71,429
+1,077
28
$11.2M 0.84%
70,588
+6,039
29
$10.8M 0.8%
189,120
+4,342
30
$10.7M 0.8%
33,694
-7,259
31
$10.7M 0.8%
61,827
+5,267
32
$10.5M 0.79%
27,575
+472
33
$10.5M 0.79%
26,591
+8,660
34
$10.3M 0.77%
183,158
+4,439
35
$9.8M 0.73%
63,428
+15,192
36
$9.52M 0.71%
64,256
+1,108
37
$9.41M 0.7%
63,544
+2,313
38
$9.1M 0.68%
30,877
+956
39
$9.07M 0.68%
73,034
+1,790
40
$9.05M 0.68%
41,154
+11,907
41
$8.9M 0.66%
32,937
+1,213
42
$8.79M 0.66%
109,920
+4,947
43
$8.78M 0.65%
210,376
-3,662
44
$8.61M 0.64%
117,465
+6,860
45
$8.34M 0.62%
22,032
+9,688
46
$7.96M 0.59%
142,029
+6,434
47
$7.87M 0.59%
35,859
+17,130
48
$7.81M 0.58%
100,457
-1,044
49
$7.78M 0.58%
57,667
+37,381
50
$7.49M 0.56%
139,380
-700
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