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
$763M
AUM Growth
+$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$5.22M
2 +$1.18M
3 +$718K
4
OEF icon
iShares S&P 100 ETF
OEF
+$17.9K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$11.1K

Sector Composition

1 Healthcare 5.2%
2 Financials 4.65%
3 Technology 4.47%
4 Industrials 2.93%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$129K 0.02%
+11,083
177
$12K ﹤0.01%
+10,853
178
-12,820
179
-47,517