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
101
$2M 0.13%
27,855
102
$1.82M 0.12%
6,238
+37
103
$1.81M 0.12%
11,053
+14
104
$1.7M 0.11%
6,590
+19
105
$1.69M 0.11%
20,886
+307
106
$1.68M 0.11%
8,220
107
$1.67M 0.11%
3,650
+35
108
$1.62M 0.11%
156,447
109
$1.54M 0.1%
13,513
+11,096
110
$1.53M 0.1%
5,024
+179
111
$1.48M 0.1%
8,398
+1
112
$1.46M 0.1%
9,401
+1,481
113
$1.45M 0.1%
24,554
+489
114
$1.44M 0.1%
34,000
115
$1.4M 0.09%
10,841
+1,909
116
$1.37M 0.09%
26,511
+2,816
117
$1.33M 0.09%
17,849
-679
118
$1.28M 0.09%
8,627
+1,520
119
$1.26M 0.08%
+63,676
120
$1.24M 0.08%
7,893
-166
121
$1.23M 0.08%
17,995
+48
122
$1.22M 0.08%
10,596
123
$1.21M 0.08%
2,600
124
$1.14M 0.08%
1,437
+4
125
$1.14M 0.08%
11,934
+1,788
3 4
5
6 7