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
651
$7K ﹤0.01%
+300
652
$7K ﹤0.01%
+75
653
$7K ﹤0.01%
181
-182
654
$7K ﹤0.01%
132
655
$7K ﹤0.01%
100
656
$7K ﹤0.01%
200
657
$6K ﹤0.01%
+370
658
$6K ﹤0.01%
+430
659
$6K ﹤0.01%
300
+100
660
$6K ﹤0.01%
+160
661
$6K ﹤0.01%
+200
662
$6K ﹤0.01%
90
663
$6K ﹤0.01%
+387
664
$6K ﹤0.01%
+228
665
$6K ﹤0.01%
+100
666
$6K ﹤0.01%
300
667
$5K ﹤0.01%
103
-41
668
$5K ﹤0.01%
+55
669
$5K ﹤0.01%
55
-9
670
$5K ﹤0.01%
+155
671
$5K ﹤0.01%
100
672
$5K ﹤0.01%
+100
673
$5K ﹤0.01%
+168
674
$5K ﹤0.01%
+126
675
$5K ﹤0.01%
120
+95
25 26
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