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
$7.43B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$18.4M
3
+$18M
4
FSLR icon
First Solar
FSLR
+$14M
5
DG icon
Dollar General
DG
+$12.9M

Top Sells

1
+$43.7M
2
+$18.9M
3
+$17.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.6M

Sector Composition

1 Technology 8.01%
2 Healthcare 4.98%
3 Financials 4.07%
4 Consumer Staples 3.54%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.9M 0.32%
82,576
+5,113
52
$23.9M 0.32%
253,860
-8,747
53
$23.4M 0.31%
186,280
-6,520
54
$23.2M 0.31%
127,320
-2,196
55
$23.1M 0.31%
151,656
-9,517
56
$22.4M 0.3%
353,931
+290,706
57
$22.2M 0.3%
227,854
-6,681
58
$22M 0.3%
243,950
-23,720
59
$21.6M 0.29%
88,964
-9,416
60
$21.5M 0.29%
297,239
-21,767
61
$20.9M 0.28%
25,033
-522
62
$19.5M 0.26%
279,571
-12,093
63
$19.5M 0.26%
123,310
+442
64
$19.4M 0.26%
186,928
-9,164
65
$19.2M 0.26%
173,768
-52,305
66
$19.2M 0.26%
333,737
+1,439
67
$18.9M 0.25%
41,509
-306
68
$18.6M 0.25%
37,599
+3,640
69
$18.5M 0.25%
53,329
+2,521
70
$18.4M 0.25%
141,200
-12,476
71
$17.6M 0.24%
326,433
+774
72
$17M 0.23%
188,362
-5,187
73
$16.8M 0.23%
276,778
-737
74
$16.3M 0.22%
139,370
-9,010
75
$15.6M 0.21%
87,356
+70,925
1 2
3
4 5