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
$1.34B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.8M
3
+$6.8M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.44M
5
ABNB icon
Airbnb
ABNB
+$6.15M

Top Sells

1
+$19.9M
2
+$7.22M
3
+$6.85M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$6.82M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$6.42M

Sector Composition

1 Technology 9.7%
2 Healthcare 5.06%
3 Industrials 4.54%
4 Financials 4.42%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.79M 0.13%
3,551
-30
102
$1.68M 0.13%
156,447
103
$1.51M 0.11%
6,787
-37
104
$1.48M 0.11%
6,201
+83
105
$1.44M 0.11%
8,388
+44
106
$1.44M 0.11%
3,615
+325
107
$1.42M 0.11%
12,146
-6,906
108
$1.4M 0.1%
18,655
-172
109
$1.39M 0.1%
7,896
+13
110
$1.33M 0.1%
4,899
111
$1.27M 0.1%
6,570
-308
112
$1.26M 0.09%
18,893
+577
113
$1.24M 0.09%
63,674
114
$1.22M 0.09%
19,259
-3,221
115
$1.15M 0.09%
2,605
116
$1.15M 0.09%
8,047
-68
117
$1.07M 0.08%
59,245
118
$1.06M 0.08%
17,574
119
$1.06M 0.08%
+8,307
120
$1.05M 0.08%
10,596
-450
121
$1.04M 0.08%
+11,943
122
$1.03M 0.08%
+9,168
123
$1.02M 0.08%
+23,048
124
$1.02M 0.08%
1,743
-31
125
$990K 0.07%
1,433
3 4
5
6 7