We are live on ! Find out more
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
676
-1,075
677
-834
678
-180
679
-1,996
680
-350
681
-200
682
-79
683
-405
684
-764
685
-36,905
686
-50
687
-600
688
-168
689
-4,422
690
-50
691
-164
692
-195
693
-391
694
-18
695
-77
696
-936
697
-75
698
-932
699
-1,490
700
-400