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
$896M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.5M
3
+$14.4M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$9.06M
5
META icon
Meta Platforms (Facebook)
META
+$8.98M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.57M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.78M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.62M

Sector Composition

1 Technology 6.86%
2 Financials 5.89%
3 Healthcare 3.82%
4 Industrials 3.06%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
17
727
$3K ﹤0.01%
81
728
$3K ﹤0.01%
52
+50
729
$3K ﹤0.01%
+200
730
$3K ﹤0.01%
40
731
$3K ﹤0.01%
+81
732
$3K ﹤0.01%
18
-1,375
733
$3K ﹤0.01%
64
734
$3K ﹤0.01%
200
735
$3K ﹤0.01%
15
736
$3K ﹤0.01%
+131
737
$3K ﹤0.01%
+100
738
$3K ﹤0.01%
35
739
$2K ﹤0.01%
+51
740
$2K ﹤0.01%
15
741
$2K ﹤0.01%
17
-27
742
$2K ﹤0.01%
51
+27
743
$2K ﹤0.01%
+78
744
$2K ﹤0.01%
57
745
$2K ﹤0.01%
+107
746
$2K ﹤0.01%
35
747
$2K ﹤0.01%
300
-2,000
748
$2K ﹤0.01%
+97
749
$2K ﹤0.01%
+50
750
$2K ﹤0.01%
+600
28 29
30
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