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
$1.34B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.8M
3
+$6.8M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.44M
5
ABNB icon
Airbnb
ABNB
+$6.15M

Top Sells

1
+$19.9M
2
+$7.22M
3
+$6.85M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$6.82M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$6.42M

Sector Composition

1 Technology 9.7%
2 Healthcare 5.06%
3 Industrials 4.54%
4 Financials 4.42%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.47M 0.56%
181,147
-112,349
52
$7.33M 0.55%
42,620
-2,520
53
$7.26M 0.54%
154,494
+144,726
54
$7.06M 0.53%
28,974
+707
55
$7.06M 0.53%
82,751
+1,610
56
$7M 0.52%
30,314
+1,643
57
$6.81M 0.51%
60,482
-19,172
58
$6.67M 0.5%
27,249
59
$6.56M 0.49%
20,236
+653
60
$6.5M 0.48%
105,072
61
$6.44M 0.48%
+49,090
62
$6.41M 0.48%
7,325
-5,550
63
$6.32M 0.47%
22,724
-9
64
$6.15M 0.46%
+40,146
65
$6.1M 0.45%
31,808
+589
66
$6.06M 0.45%
+115,885
67
$5.95M 0.44%
+122,439
68
$5.91M 0.44%
+194,242
69
$5.88M 0.44%
110,315
-3,170
70
$5.37M 0.4%
18,566
+766
71
$4.49M 0.33%
32,882
+118
72
$4.45M 0.33%
44,302
-5,514
73
$4.29M 0.32%
17,960
74
$3.98M 0.3%
20,052
+2,443
75
$3.96M 0.3%
49,961
-1,062
1 2
3
4 5