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
601
$11K ﹤0.01%
200
+140
602
$11K ﹤0.01%
+180
603
$11K ﹤0.01%
+150
604
$11K ﹤0.01%
365
-108,522
605
$11K ﹤0.01%
200
-200
606
$11K ﹤0.01%
1,500
+1,000
607
$11K ﹤0.01%
+348
608
$11K ﹤0.01%
+205
609
$11K ﹤0.01%
+200
610
$11K ﹤0.01%
+100
611
$11K ﹤0.01%
198
612
$11K ﹤0.01%
101
613
$11K ﹤0.01%
+135
614
$11K ﹤0.01%
137
-138
615
$10K ﹤0.01%
700
616
$10K ﹤0.01%
+200
617
$10K ﹤0.01%
+180
618
$10K ﹤0.01%
102
619
$10K ﹤0.01%
265
620
$10K ﹤0.01%
+1,229
621
$10K ﹤0.01%
+463
622
$10K ﹤0.01%
+460
623
$10K ﹤0.01%
153
624
$10K ﹤0.01%
10
625
$10K ﹤0.01%
35
23 24
25
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