We are live on ! Find out more
RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.94%
2 Financials 5.94%
3 Healthcare 4.03%
4 Industrials 3.05%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-30
727
-850
728
-500
729
-3,100
730
-600
731
-388
732
-1,530
733
-41,903
734
-2,600
735
-603
736
-183
737
-1,389
738
-103
739
-300
740
-171
741
-1,792
742
-51
743
-18
744
-3,767
745
-21
746
-370
747
-1,350
748
-30
749
-15
750
-600