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
$8.12B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$53.6M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
TPL icon
Texas Pacific Land
TPL
+$14.4M

Top Sells

1
+$21.6M
2
+$18.1M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$13.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M

Sector Composition

1 Technology 9.22%
2 Financials 4.73%
3 Healthcare 4.46%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.7M 0.33%
116,916
+4,592
52
$26.4M 0.32%
227,769
+1,371
53
$25.4M 0.31%
235,943
-52,904
54
$25.4M 0.31%
24,754
-77
55
$24M 0.3%
66,151
+36,789
56
$22.8M 0.28%
81,033
+25,817
57
$21.5M 0.26%
204,612
-3,610
58
$21M 0.26%
365,911
+4,860
59
$20.7M 0.26%
179,642
+39,252
60
$20.6M 0.25%
105,397
-1,296
61
$20.4M 0.25%
29,444
+18,448
62
$20.4M 0.25%
41,960
+808
63
$19.7M 0.24%
279,174
-22,192
64
$19M 0.23%
68,859
+51,545
65
$19M 0.23%
130,947
+3,956
66
$18.9M 0.23%
76,659
-3,867
67
$18.4M 0.23%
16,599
+12,990
68
$18.1M 0.22%
340,720
-9,044
69
$18.1M 0.22%
51,466
+1,941
70
$17.6M 0.22%
34,510
+26,280
71
$17.1M 0.21%
122,867
-10,407
72
$16.9M 0.21%
174,221
+45,030
73
$16.8M 0.21%
184,323
-2,664
74
$16.7M 0.21%
255,888
-2,613
75
$16.7M 0.21%
33,490
+26,373
1 2
3
4 5