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
526
$229K ﹤0.01%
4,256
527
$226K ﹤0.01%
1,318
528
$226K ﹤0.01%
2,100
+300
529
$223K ﹤0.01%
+868
530
$220K ﹤0.01%
+426
531
$215K ﹤0.01%
2,701
-58
532
$215K ﹤0.01%
40,113
533
$214K ﹤0.01%
6,325
-4,551
534
$213K ﹤0.01%
+2,489
535
$212K ﹤0.01%
4,350
536
$211K ﹤0.01%
1,601
-1,677
537
$211K ﹤0.01%
+715
538
$211K ﹤0.01%
+733
539
$211K ﹤0.01%
18,694
540
$208K ﹤0.01%
5,192
+11
541
$208K ﹤0.01%
3,674
542
$207K ﹤0.01%
2,300
+85
543
$205K ﹤0.01%
4,780
-176
544
$205K ﹤0.01%
1,527
-357
545
$205K ﹤0.01%
3,484
-610
546
$202K ﹤0.01%
1,987
+175
547
$202K ﹤0.01%
+2,090
548
$202K ﹤0.01%
+1,844
549
$128K ﹤0.01%
13,722
+619
550
$117K ﹤0.01%
10,000
20 21
22
23 24