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
576
$14K ﹤0.01%
1,241
+1,157
577
$14K ﹤0.01%
+500
578
$14K ﹤0.01%
+50
579
$14K ﹤0.01%
50
580
$14K ﹤0.01%
+131
581
$14K ﹤0.01%
+289
582
$14K ﹤0.01%
+2,303
583
$13K ﹤0.01%
+500
584
$13K ﹤0.01%
+183
585
$13K ﹤0.01%
272
-7,035
586
$13K ﹤0.01%
+500
587
$13K ﹤0.01%
400
588
$13K ﹤0.01%
+500
589
$13K ﹤0.01%
+844
590
$13K ﹤0.01%
+2,357
591
$12K ﹤0.01%
+200
592
$12K ﹤0.01%
402
+223
593
$12K ﹤0.01%
+335
594
$12K ﹤0.01%
+115
595
$12K ﹤0.01%
+248
596
$12K ﹤0.01%
+200
597
$12K ﹤0.01%
+557
598
$11K ﹤0.01%
+156
599
$11K ﹤0.01%
+273
600
$11K ﹤0.01%
287
+185
22 23
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