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
126
$980K 0.07%
50,929
-2,351
127
$980K 0.07%
+6,789
128
$973K 0.07%
8,193
129
$973K 0.07%
8,704
+177
130
$973K 0.07%
18,891
+3,017
131
$957K 0.07%
24,435
-478
132
$949K 0.07%
4,937
+161
133
$945K 0.07%
9,020
+18
134
$940K 0.07%
13,946
-84
135
$936K 0.07%
2,565
-8
136
$923K 0.07%
10,146
-60
137
$921K 0.07%
21,992
-172
138
$905K 0.07%
4,160
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139
$898K 0.07%
11,381
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140
$898K 0.07%
16,596
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141
$846K 0.06%
8,775
142
$841K 0.06%
5,518
143
$790K 0.06%
6,275
144
$761K 0.06%
5,431
+14
145
$758K 0.06%
10,564
146
$736K 0.05%
4,446
147
$722K 0.05%
13,861
+3
148
$717K 0.05%
3,572
-152
149
$711K 0.05%
1,807
+55
150
$707K 0.05%
14,264
4 5
6
7 8