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
$1.49B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$7.29M
3
+$6.77M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.65M
5
ITB icon
iShares US Home Construction ETF
ITB
+$6.61M

Top Sells

1
+$6.31M
2
+$6.13M
3
+$6.08M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.08M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$6.06M

Sector Composition

1 Technology 11.14%
2 Healthcare 4.7%
3 Industrials 4.16%
4 Financials 4.04%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.55M 0.37%
22,490
+1,878
77
$4.83M 0.32%
33,320
+1,080
78
$4.62M 0.31%
16,912
+12
79
$4.35M 0.29%
52,421
+2,737
80
$3.87M 0.26%
26,720
+480
81
$3.83M 0.26%
25,075
+8,962
82
$3.82M 0.26%
52,036
+4,177
83
$3.74M 0.25%
192,248
84
$3.59M 0.24%
56,591
+103
85
$3.28M 0.22%
13,576
-119
86
$3.21M 0.22%
24,236
+1
87
$3.2M 0.21%
11,999
+102
88
$3.19M 0.21%
19,302
89
$3.15M 0.21%
7
90
$3.08M 0.21%
62,575
+8,782
91
$2.95M 0.2%
31,772
-163
92
$2.83M 0.19%
4,352
93
$2.78M 0.19%
68,865
+3,174
94
$2.64M 0.18%
25,577
+3,124
95
$2.39M 0.16%
3,577
+26
96
$2.27M 0.15%
8,591
-39
97
$2.22M 0.15%
5,584
+20
98
$2.08M 0.14%
37,115
-110
99
$2.07M 0.14%
63,674
100
$2.06M 0.14%
36,750
2 3
4
5 6