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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
626
$9K ﹤0.01%
+50
627
$9K ﹤0.01%
89
+64
628
$9K ﹤0.01%
+200
629
$9K ﹤0.01%
+53
630
$8K ﹤0.01%
112
-30
631
$8K ﹤0.01%
168
632
$8K ﹤0.01%
+2,256
633
$8K ﹤0.01%
1,708
634
$8K ﹤0.01%
+164
635
$8K ﹤0.01%
+28
636
$8K ﹤0.01%
+186
637
$8K ﹤0.01%
+300
638
$8K ﹤0.01%
+15,000
639
$7K ﹤0.01%
+422
640
$7K ﹤0.01%
125
641
$7K ﹤0.01%
85
-846
642
$7K ﹤0.01%
50
643
$7K ﹤0.01%
+226
644
$7K ﹤0.01%
+204
645
$7K ﹤0.01%
202
+152
646
$7K ﹤0.01%
+66
647
$7K ﹤0.01%
350
648
$7K ﹤0.01%
200
-1,336
649
$7K ﹤0.01%
125
650
$7K ﹤0.01%
+300
24 25
26
27 28