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
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%
+164
631
$8K ﹤0.01%
112
-30
632
$8K ﹤0.01%
168
633
$8K ﹤0.01%
+2,256
634
$8K ﹤0.01%
1,708
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%
85
-846
640
$7K ﹤0.01%
+422
641
$7K ﹤0.01%
125
642
$7K ﹤0.01%
77
643
$7K ﹤0.01%
50
644
$7K ﹤0.01%
+226
645
$7K ﹤0.01%
+204
646
$7K ﹤0.01%
202
+152
647
$7K ﹤0.01%
+66
648
$7K ﹤0.01%
350
649
$7K ﹤0.01%
200
-1,336
650
$7K ﹤0.01%
125
24 25
26
27 28