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
676
$5K ﹤0.01%
+120
677
$5K ﹤0.01%
109
678
$5K ﹤0.01%
+98
679
$5K ﹤0.01%
+141
680
$5K ﹤0.01%
+50
681
$5K ﹤0.01%
200
682
$5K ﹤0.01%
+100
683
$5K ﹤0.01%
218
+92
684
$5K ﹤0.01%
35
+25
685
$4K ﹤0.01%
+1,000
686
$4K ﹤0.01%
30
-180
687
$4K ﹤0.01%
+156
688
$4K ﹤0.01%
50
-1,000
689
$4K ﹤0.01%
40
690
$4K ﹤0.01%
72
691
$4K ﹤0.01%
+298
692
$4K ﹤0.01%
37
693
$4K ﹤0.01%
+100
694
$4K ﹤0.01%
19
695
$4K ﹤0.01%
+24
696
$4K ﹤0.01%
+72
697
$4K ﹤0.01%
+600
698
$4K ﹤0.01%
+38
699
$4K ﹤0.01%
30
700
$4K ﹤0.01%
41
26 27
28
29 30