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
751
$2K ﹤0.01%
13
752
$2K ﹤0.01%
26
-800
753
$2K ﹤0.01%
45
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%
18
766
$1K ﹤0.01%
+21
767
$1K ﹤0.01%
+40
768
$1K ﹤0.01%
+9
769
$1K ﹤0.01%
+4
770
$1K ﹤0.01%
112
771
$1K ﹤0.01%
+133
772
$1K ﹤0.01%
+15
773
$1K ﹤0.01%
+50
774
$1K ﹤0.01%
+79
775
$1K ﹤0.01%
19
29 30
31
32 33