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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
$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
626
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627
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628
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629
-69,072
630
-4,500
631
-230
632
-15
633
-1,214
634
-2,608
635
-450
636
-50
637
-1,550
638
-1,498
639
-2,256
640
-100
641
-1,708
642
-900
643
-2,480
644
-202
645
-2,225
646
-4,165
647
-1,250
648
-390
649
-525
650
-2,726