We are live on ! Find out more
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
$893M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.94%
2 Financials 5.94%
3 Healthcare 4.03%
4 Industrials 3.05%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-226
602
-200
603
-1,056
604
-300
605
-112
606
-3,500
607
-12
608
-168
609
-100
610
-97
611
-1,293
612
-17
613
-103
614
-2,226
615
-914
616
-402
617
-133
618
-500
619
-54
620
-430
621
-100
622
-335
623
-2,700
624
-1,200
625
-50