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
701
$4K ﹤0.01%
+12
702
$3K ﹤0.01%
100
703
$3K ﹤0.01%
75
-160
704
$3K ﹤0.01%
+75
705
$3K ﹤0.01%
400
706
$3K ﹤0.01%
81
707
$3K ﹤0.01%
69
708
$3K ﹤0.01%
+168
709
$3K ﹤0.01%
17
710
$3K ﹤0.01%
103
-75
711
$3K ﹤0.01%
54
712
$3K ﹤0.01%
+50
713
$3K ﹤0.01%
59
-594
714
$3K ﹤0.01%
+521
715
$3K ﹤0.01%
+60
716
$3K ﹤0.01%
+50
717
$3K ﹤0.01%
50
718
$3K ﹤0.01%
18
719
$3K ﹤0.01%
77
720
$3K ﹤0.01%
+159
721
$3K ﹤0.01%
58
-2,000
722
$3K ﹤0.01%
+1,107
723
$3K ﹤0.01%
+100
724
$3K ﹤0.01%
62
-63
725
$3K ﹤0.01%
+100
27 28
29
30 31