RWP

RWA Wealth Partners Portfolio holdings

AUM $9.15B
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.58%
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
+$18.8M
2
+$14.6M
3
+$14.6M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$8.8M
5
META icon
Meta Platforms (Facebook)
META
+$8.35M

Top Sells

1
+$16.7M
2
+$11.7M
3
+$8.78M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.59M

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
751
$2K ﹤0.01%
+50
752
$2K ﹤0.01%
+600
753
$2K ﹤0.01%
13
754
$2K ﹤0.01%
+121
755
$2K ﹤0.01%
+31
756
$2K ﹤0.01%
9
757
$2K ﹤0.01%
15
-16
758
$2K ﹤0.01%
21
-40
759
$2K ﹤0.01%
+52
760
$2K ﹤0.01%
+88
761
$2K ﹤0.01%
+1,046
762
$2K ﹤0.01%
95
763
$2K ﹤0.01%
+143
764
$2K ﹤0.01%
31
765
$1K ﹤0.01%
+50
766
$1K ﹤0.01%
18
-2,900
767
– –
0
768
$1K ﹤0.01%
+137
769
$1K ﹤0.01%
+153
770
$1K ﹤0.01%
+122
771
$1K ﹤0.01%
+53
772
$1K ﹤0.01%
30
773
$1K ﹤0.01%
850
+750
774
$1K ﹤0.01%
16
775
$1K ﹤0.01%
18
29 30
31
32 33