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
-$8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.31M
3
+$6.13M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.11M
5
XTN icon
State Street SPDR S&P Transportation ETF
XTN
+$6.08M

Top Sells

1
+$33.2M
2
+$6.44M
3
+$6.06M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$5.95M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$5.91M

Sector Composition

1 Technology 10.02%
2 Healthcare 4.97%
3 Financials 4.45%
4 Industrials 4.33%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.74M 0.58%
143,374
+1,345
52
$7.58M 0.57%
100,991
+534
53
$7.41M 0.55%
92,772
-12,300
54
$7.39M 0.55%
86,020
+3,269
55
$7.39M 0.55%
158,970
+4,476
56
$7.38M 0.55%
30,603
+289
57
$7.16M 0.53%
43,580
+960
58
$6.98M 0.52%
20,859
+623
59
$6.59M 0.49%
61,093
+611
60
$6.38M 0.48%
79,985
+76,485
61
$6.31M 0.47%
+100,553
62
$6.25M 0.47%
29,401
+427
63
$6.21M 0.46%
7,410
+85
64
$6.2M 0.46%
22,714
-10
65
$6.18M 0.46%
26,046
-1,203
66
$6.18M 0.46%
32,017
+209
67
$6.13M 0.46%
+87,185
68
$6.08M 0.45%
+70,225
69
$6.06M 0.45%
+58,088
70
$6M 0.45%
+74,713
71
$5.94M 0.44%
+111,297
72
$5.64M 0.42%
19,242
+676
73
$4.39M 0.33%
32,827
-55
74
$4.35M 0.32%
44,168
-134
75
$4.31M 0.32%
32,240
+80
1 2
3
4 5