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
501
$263K ﹤0.01%
6,833
502
$262K ﹤0.01%
1,402
-4
503
$261K ﹤0.01%
4,551
+100
504
$258K ﹤0.01%
2,102
+179
505
$257K ﹤0.01%
555
-2
506
$256K ﹤0.01%
16,800
+112
507
$253K ﹤0.01%
1,000
-775
508
$251K ﹤0.01%
2,666
-242
509
$250K ﹤0.01%
1,900
510
$250K ﹤0.01%
+695
511
$247K ﹤0.01%
1,597
-13
512
$245K ﹤0.01%
1,500
513
$244K ﹤0.01%
+639
514
$244K ﹤0.01%
+3,805
515
$241K ﹤0.01%
21,550
-3,500
516
$241K ﹤0.01%
9,600
+4
517
$239K ﹤0.01%
2,032
518
$238K ﹤0.01%
1,532
+59
519
$234K ﹤0.01%
2,666
520
$234K ﹤0.01%
976
-181
521
$232K ﹤0.01%
4,097
522
$231K ﹤0.01%
4,056
-202
523
$231K ﹤0.01%
3,120
524
$231K ﹤0.01%
+2,969
525
$230K ﹤0.01%
+4,702
19 20
21
22 23