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
476
$32K ﹤0.01%
+127
477
$31K ﹤0.01%
728
+99
478
$31K ﹤0.01%
1,350
-800
479
$31K ﹤0.01%
+1
480
$30K ﹤0.01%
+391
481
$30K ﹤0.01%
+130
482
$30K ﹤0.01%
+1,021
483
$29K ﹤0.01%
600
484
$29K ﹤0.01%
1,210
+70
485
$29K ﹤0.01%
500
486
$29K ﹤0.01%
+4,500
487
$29K ﹤0.01%
348
488
$29K ﹤0.01%
498
+42
489
$29K ﹤0.01%
175
490
$29K ﹤0.01%
+300
491
$29K ﹤0.01%
+180
492
$28K ﹤0.01%
+907
493
$28K ﹤0.01%
+390
494
$28K ﹤0.01%
+251
495
$28K ﹤0.01%
3,000
496
$28K ﹤0.01%
407
+107
497
$27K ﹤0.01%
+2,600
498
$27K ﹤0.01%
1,285
+872
499
$27K ﹤0.01%
+534
500
$27K ﹤0.01%
130
+2
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