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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
801
-700
802
-736
803
-2,500
804
-9,191
805
-500
806
-1,375
807
-1,830
808
-298
809
-1,286
810
-3,189
811
-3,937
812
-457
813
-184
814
-3,253
815
-1,275
816
-1,928
817
-85
818
-872
819
-55
820
-150
821
-1,000
822
-232
823
-1,162
824
-1,115
825
-81