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
476
$268K ﹤0.01%
4,978
+4
477
$268K ﹤0.01%
1,046
-46
478
$267K ﹤0.01%
5,696
479
$266K ﹤0.01%
9,375
480
$261K ﹤0.01%
9,200
481
$259K ﹤0.01%
7,484
482
$258K ﹤0.01%
1,303
483
$257K ﹤0.01%
1,945
484
$256K ﹤0.01%
2,030
-2,465
485
$254K ﹤0.01%
1,125
-15
486
$252K ﹤0.01%
4,803
487
$251K ﹤0.01%
13,706
-545
488
$251K ﹤0.01%
4,350
489
$248K ﹤0.01%
21,550
490
$246K ﹤0.01%
4,267
491
$246K ﹤0.01%
2,080
-44
492
$245K ﹤0.01%
829
+1
493
$243K ﹤0.01%
1,989
-401
494
$242K ﹤0.01%
11,090
-22,346
495
$242K ﹤0.01%
+4,292
496
$240K ﹤0.01%
1,442
-329
497
$239K ﹤0.01%
+875
498
$237K ﹤0.01%
10,000
499
$237K ﹤0.01%
+1,144
500
$236K ﹤0.01%
4,107
-178
18 19
20
21 22