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
$8.12B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$53.6M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
TPL icon
Texas Pacific Land
TPL
+$14.4M

Top Sells

1
+$21.6M
2
+$18.1M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$13.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M

Sector Composition

1 Technology 9.22%
2 Financials 4.73%
3 Healthcare 4.46%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.2M 0.13%
81,274
-668
102
$10.2M 0.13%
145,758
+62,633
103
$9.88M 0.12%
344,517
+5,350
104
$9.77M 0.12%
109,570
-4,650
105
$9.46M 0.12%
15,006
-118
106
$9.35M 0.12%
37,990
-3,635
107
$9.14M 0.11%
8,626
+1,237
108
$8.68M 0.11%
36,129
+4,003
109
$8.63M 0.11%
466,327
+8,349
110
$8.43M 0.1%
32,339
-838
111
$8.27M 0.1%
27,854
+818
112
$8.26M 0.1%
32,538
+9
113
$7.98M 0.1%
15,160
+4,144
114
$7.92M 0.1%
1,736,063
+39,517
115
$7.81M 0.1%
90,823
+29,787
116
$7.64M 0.09%
33,983
+586
117
$7.52M 0.09%
259,385
+251,865
118
$7.49M 0.09%
11
119
$7.48M 0.09%
84,606
-145
120
$7.44M 0.09%
174,546
+170
121
$7.34M 0.09%
343,826
+93,992
122
$7.28M 0.09%
279,388
-12,503
123
$7.24M 0.09%
272,798
-393,531
124
$7.19M 0.09%
115,415
-4,666
125
$6.93M 0.09%
114,924
+3,725
3 4
5
6 7