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
501
$27K ﹤0.01%
1,118
+518
502
$27K ﹤0.01%
418
503
$26K ﹤0.01%
500
504
$26K ﹤0.01%
+1,550
505
$26K ﹤0.01%
525
-1,083
506
$26K ﹤0.01%
+2,000
507
$26K ﹤0.01%
+600
508
$25K ﹤0.01%
+1,000
509
$25K ﹤0.01%
500
+430
510
$25K ﹤0.01%
+232
511
$25K ﹤0.01%
+700
512
$24K ﹤0.01%
388
+138
513
$24K ﹤0.01%
297
+74
514
$24K ﹤0.01%
+447
515
$24K ﹤0.01%
1,400
516
$24K ﹤0.01%
405
+225
517
$24K ﹤0.01%
+1,876
518
$24K ﹤0.01%
+1,077
519
$23K ﹤0.01%
603
520
$23K ﹤0.01%
392
521
$23K ﹤0.01%
624
+124
522
$23K ﹤0.01%
+961
523
$23K ﹤0.01%
+300
524
$23K ﹤0.01%
+465
525
$22K ﹤0.01%
171
19 20
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