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
776
$1K ﹤0.01%
+10
777
$1K ﹤0.01%
+91
778
$1K ﹤0.01%
+18
779
$1K ﹤0.01%
+4
780
$1K ﹤0.01%
+26
781
$1K ﹤0.01%
+100
782
$1K ﹤0.01%
26
-13
783
$1K ﹤0.01%
+20
784
$1K ﹤0.01%
50
785
$1K ﹤0.01%
+50
786
$1K ﹤0.01%
18
-2,900
787
– –
0
788
$1K ﹤0.01%
+137
789
$1K ﹤0.01%
+153
790
$1K ﹤0.01%
+122
791
$1K ﹤0.01%
+53
792
$1K ﹤0.01%
30
793
$1K ﹤0.01%
850
+750
794
$1K ﹤0.01%
16
795
– –
-31
796
– –
-111
797
– –
-10
798
– –
-18
799
– –
0
800
$0 ﹤0.01%
+2
30 31
32
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