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
151
$683K 0.05%
5,510
-44
152
$636K 0.05%
5,629
-60,663
153
$628K 0.05%
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154
$591K 0.04%
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155
$573K 0.04%
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156
$562K 0.04%
11,768
157
$558K 0.04%
2,283
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158
$555K 0.04%
9,218
159
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8,572
160
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161
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162
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163
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164
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165
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3,124
166
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167
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169
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171
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3,458
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172
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173
$459K 0.03%
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174
$447K 0.03%
26,158
175
$429K 0.03%
3,677
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7
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