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
151
$4.83M 0.07%
42,610
-278
152
$4.83M 0.07%
39,463
-2,845
153
$4.82M 0.06%
60,449
-3,503
154
$4.72M 0.06%
131,632
+22,556
155
$4.65M 0.06%
77,063
+1,273
156
$4.61M 0.06%
11,032
+50
157
$4.42M 0.06%
175,058
+1,678
158
$4.41M 0.06%
38,063
-2,248
159
$4.32M 0.06%
36,933
-3,047
160
$4.27M 0.06%
112,657
-3,595
161
$4.16M 0.06%
29,717
-271
162
$4.11M 0.06%
36,591
-947
163
$4.07M 0.05%
37,451
-70
164
$4.06M 0.05%
96,660
+15,039
165
$3.9M 0.05%
12,480
-630
166
$3.87M 0.05%
30,884
167
$3.77M 0.05%
21,458
-7,378
168
$3.75M 0.05%
64,078
-2,900
169
$3.73M 0.05%
180,537
-126
170
$3.72M 0.05%
32,787
-544
171
$3.72M 0.05%
+140,667
172
$3.71M 0.05%
8,346
-32,893
173
$3.68M 0.05%
6,339
+97
174
$3.68M 0.05%
+52,642
175
$3.68M 0.05%
149,326
+24
5 6
7
8 9