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
501
$234K ﹤0.01%
21,101
-19,568
502
$233K ﹤0.01%
4,002
-195
503
$232K ﹤0.01%
4,667
-19,483
504
$230K ﹤0.01%
+375
505
$229K ﹤0.01%
3,381
+104
506
$226K ﹤0.01%
395
-32
507
$225K ﹤0.01%
3,087
508
$223K ﹤0.01%
+3,434
509
$222K ﹤0.01%
1,690
-89
510
$219K ﹤0.01%
+1,903
511
$215K ﹤0.01%
40,113
+289
512
$214K ﹤0.01%
5,677
-284
513
$214K ﹤0.01%
548
514
$214K ﹤0.01%
+1,244
515
$214K ﹤0.01%
+1,500
516
$214K ﹤0.01%
+3,639
517
$213K ﹤0.01%
+3,674
518
$211K ﹤0.01%
10,578
519
$211K ﹤0.01%
+3,186
520
$204K ﹤0.01%
+1,489
521
$204K ﹤0.01%
2,095
-191
522
$202K ﹤0.01%
+1,657
523
$201K ﹤0.01%
2,529
-1
524
$201K ﹤0.01%
+2,572
525
$201K ﹤0.01%
+4,000
19 20
21
22 23