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
526
$22K ﹤0.01%
+745
527
$22K ﹤0.01%
1,293
+913
528
$22K ﹤0.01%
400
-1,650
529
$21K ﹤0.01%
+650
530
$21K ﹤0.01%
+408
531
$21K ﹤0.01%
+500
532
$21K ﹤0.01%
250
533
$21K ﹤0.01%
800
534
$21K ﹤0.01%
+375
535
$21K ﹤0.01%
+1,000
536
$21K ﹤0.01%
1,400
+300
537
$20K ﹤0.01%
400
-462
538
$20K ﹤0.01%
+2,000
539
$20K ﹤0.01%
845
-425
540
$19K ﹤0.01%
+700
541
$19K ﹤0.01%
460
542
$19K ﹤0.01%
+225
543
$19K ﹤0.01%
+528
544
$19K ﹤0.01%
+1,112
545
$19K ﹤0.01%
+150
546
$19K ﹤0.01%
+500
547
$18K ﹤0.01%
+184
548
$18K ﹤0.01%
+150
549
$18K ﹤0.01%
262
+56
550
$18K ﹤0.01%
+300
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