We are live on ! Find out more
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
526
-3,232
527
-81
528
-175
529
-1,000
530
-50
531
-20
532
-102
533
-900
534
-75
535
-38
536
-181
537
-278
538
-4,202
539
-122
540
-387
541
-2,000
542
-2,045
543
-50
544
-2,000
545
-251
546
-4
547
-52
548
-5,050
549
-1,229
550
-800