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RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.94%
2 Financials 5.94%
3 Healthcare 4.03%
4 Industrials 3.05%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-126
502
-4,735
503
-3,224
504
-205
505
-3,344
506
-26
507
-2,648
508
-72
509
-1,411
510
-100
511
-3,015
512
-150
513
-2,000
514
-6,360
515
-1,377
516
-19
517
-17
518
-1,653
519
-400
520
-31
521
-1,500
522
-11,263
523
-3,000
524
-200
525
-600