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
476
$321K ﹤0.01%
2,751
+332
477
$320K ﹤0.01%
10,036
+705
478
$320K ﹤0.01%
3,553
+1,508
479
$310K ﹤0.01%
4,265
+984
480
$310K ﹤0.01%
1,315
481
$309K ﹤0.01%
3,971
+884
482
$306K ﹤0.01%
1,631
-24
483
$305K ﹤0.01%
1,267
-78
484
$304K ﹤0.01%
8,074
-244
485
$304K ﹤0.01%
3,520
-200
486
$304K ﹤0.01%
+3,942
487
$301K ﹤0.01%
246
+77
488
$299K ﹤0.01%
1,604
-392
489
$298K ﹤0.01%
1,568
490
$296K ﹤0.01%
706
+66
491
$295K ﹤0.01%
3,490
-902
492
$293K ﹤0.01%
2,753
-3,009
493
$291K ﹤0.01%
5,696
494
$284K ﹤0.01%
8,538
495
$283K ﹤0.01%
4,306
+151
496
$283K ﹤0.01%
10,365
497
$283K ﹤0.01%
1,945
498
$273K ﹤0.01%
4,303
+5
499
$263K ﹤0.01%
2,108
-34
500
$263K ﹤0.01%
2,836
+18
18 19
20
21 22