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
551
$18K ﹤0.01%
106
552
$17K ﹤0.01%
187
+149
553
$17K ﹤0.01%
700
554
$17K ﹤0.01%
+1,275
555
$17K ﹤0.01%
+137
556
$17K ﹤0.01%
275
557
$17K ﹤0.01%
424
558
$16K ﹤0.01%
+458
559
$16K ﹤0.01%
356
560
$16K ﹤0.01%
400
561
$15K ﹤0.01%
1,471
562
$15K ﹤0.01%
+475
563
$15K ﹤0.01%
+277
564
$15K ﹤0.01%
348
565
$15K ﹤0.01%
64
566
$15K ﹤0.01%
+404
567
$15K ﹤0.01%
157
+32
568
$15K ﹤0.01%
+195
569
$15K ﹤0.01%
529
570
$15K ﹤0.01%
88
+35
571
$15K ﹤0.01%
269
-9
572
$15K ﹤0.01%
+236
573
$15K ﹤0.01%
+449
574
$15K ﹤0.01%
+600
575
$14K ﹤0.01%
+300
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