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
$1.49B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$7.29M
3
+$6.77M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.65M
5
ITB icon
iShares US Home Construction ETF
ITB
+$6.61M

Top Sells

1
+$6.31M
2
+$6.13M
3
+$6.08M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.08M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$6.06M

Sector Composition

1 Technology 11.14%
2 Healthcare 4.7%
3 Industrials 4.16%
4 Financials 4.04%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.37M 0.56%
188,202
+4,225
52
$7.82M 0.53%
90,914
+4,894
53
$7.75M 0.52%
160,776
+1,806
54
$7.32M 0.49%
40,010
+37,029
55
$7.16M 0.48%
42,960
-620
56
$7.11M 0.48%
32,277
+260
57
$7.08M 0.48%
23,697
+983
58
$6.93M 0.47%
59,590
+52,238
59
$6.89M 0.46%
7,530
+120
60
$6.84M 0.46%
131,632
-11,742
61
$6.76M 0.45%
19,503
+261
62
$6.69M 0.45%
64,664
-9,338
63
$6.65M 0.45%
+43,062
64
$6.61M 0.44%
+79,686
65
$6.48M 0.44%
18,240
-4,209
66
$6.45M 0.43%
125,168
-62,166
67
$6.36M 0.43%
28,276
-1,125
68
$6.35M 0.43%
+136,101
69
$6.35M 0.43%
82,871
-18,120
70
$6.29M 0.42%
+108,260
71
$6.19M 0.42%
+99,820
72
$6.1M 0.41%
+115,613
73
$5.84M 0.39%
26,070
+24
74
$5.75M 0.39%
27,579
-9,133
75
$5.72M 0.38%
54,104
+9,936
1 2
3
4 5