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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
$896M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14.6M
3
+$14.6M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$8.8M
5
META icon
Meta Platforms (Facebook)
META
+$8.35M

Top Sells

1
+$16.7M
2
+$11.7M
3
+$8.78M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.59M

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%
+2,303
582
$14K ﹤0.01%
+289
583
$13K ﹤0.01%
+183
584
$13K ﹤0.01%
272
-7,035
585
$13K ﹤0.01%
+500
586
$13K ﹤0.01%
400
587
$13K ﹤0.01%
+500
588
$13K ﹤0.01%
+844
589
$13K ﹤0.01%
+2,357
590
$13K ﹤0.01%
+500
591
$12K ﹤0.01%
+200
592
$12K ﹤0.01%
402
+223
593
$12K ﹤0.01%
+115
594
$12K ﹤0.01%
+248
595
$12K ﹤0.01%
+200
596
$12K ﹤0.01%
+557
597
$12K ﹤0.01%
+335
598
$11K ﹤0.01%
287
+185
599
$11K ﹤0.01%
200
+140
600
$11K ﹤0.01%
+180
22 23
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