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
-$8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.31M
3
+$6.13M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.11M
5
XTN icon
State Street SPDR S&P Transportation ETF
XTN
+$6.08M

Top Sells

1
+$33.2M
2
+$6.44M
3
+$6.06M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$5.95M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$5.91M

Sector Composition

1 Technology 10.02%
2 Healthcare 4.97%
3 Financials 4.45%
4 Industrials 4.33%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.08%
2,600
-5
127
$1.01M 0.08%
1,752
+9
128
$1.01M 0.08%
20,964
-1,028
129
$960K 0.07%
8,704
130
$947K 0.07%
4,927
-10
131
$944K 0.07%
8,225
+32
132
$926K 0.07%
14,030
+84
133
$921K 0.07%
11,800
+419
134
$918K 0.07%
9,045
+25
135
$917K 0.07%
18,158
-733
136
$904K 0.07%
10,146
137
$902K 0.07%
2,594
+29
138
$895K 0.07%
17,066
+470
139
$854K 0.06%
7,352
-4,794
140
$841K 0.06%
5,518
141
$808K 0.06%
4,207
+47
142
$799K 0.06%
6,275
143
$767K 0.06%
10,564
144
$759K 0.06%
8,775
145
$730K 0.05%
4,446
146
$722K 0.05%
5,439
+8
147
$718K 0.05%
3,572
148
$715K 0.05%
13,865
+4
149
$713K 0.05%
1,807
150
$705K 0.05%
14,264
4 5
6
7 8