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
$7.43B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$18.4M
3
+$18M
4
FSLR icon
First Solar
FSLR
+$14M
5
DG icon
Dollar General
DG
+$12.9M

Top Sells

1
+$43.7M
2
+$18.9M
3
+$17.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.6M

Sector Composition

1 Technology 8.01%
2 Healthcare 4.98%
3 Financials 4.07%
4 Consumer Staples 3.54%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.56M 0.09%
96,264
+109
127
$6.52M 0.09%
31,710
+1,119
128
$6.48M 0.09%
28,352
+9,446
129
$6.31M 0.08%
+100,439
130
$6.17M 0.08%
56,650
-102,769
131
$6.11M 0.08%
235,565
-1,000
132
$5.92M 0.08%
19,668
+2,019
133
$5.9M 0.08%
+114,183
134
$5.83M 0.08%
25,615
+926
135
$5.77M 0.08%
34,970
-3,200
136
$5.72M 0.08%
42,072
-956
137
$5.66M 0.08%
145,687
-6,238
138
$5.65M 0.08%
+100,170
139
$5.56M 0.07%
88,610
+2,348
140
$5.34M 0.07%
21,152
141
$5.32M 0.07%
38,037
+304
142
$5.31M 0.07%
45,828
+1,811
143
$5.13M 0.07%
10,651
-68
144
$5.07M 0.07%
66,195
-9,164
145
$5M 0.07%
37,993
+437
146
$5M 0.07%
18,324
-817
147
$4.97M 0.07%
25,732
+971
148
$4.92M 0.07%
+90,454
149
$4.92M 0.07%
21,846
+340
150
$4.84M 0.07%
68,342
-1,542
4 5
6
7 8