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
$896M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.5M
3
+$14.4M
4
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$9.06M
5
META icon
Meta Platforms (Facebook)
META
+$8.98M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.57M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.78M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.62M

Sector Composition

1 Technology 6.86%
2 Financials 5.89%
3 Healthcare 3.82%
4 Industrials 3.06%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.04%
2,328
+771
177
$365K 0.04%
1,856
+601
178
$362K 0.04%
7,629
+320
179
$354K 0.04%
7,663
+7,220
180
$353K 0.04%
7,500
181
$353K 0.04%
995
+235
182
$351K 0.04%
5,000
-78
183
$340K 0.04%
1,395
+77
184
$338K 0.04%
3,537
+1,604
185
$332K 0.04%
2,776
+126
186
$320K 0.04%
2,347
+1,726
187
$318K 0.04%
4,693
-111
188
$315K 0.04%
2,988
+893
189
$312K 0.03%
+6,329
190
$305K 0.03%
2,641
+141
191
$298K 0.03%
4,512
+1,552
192
$298K 0.03%
1,215
+50
193
$294K 0.03%
1,796
+137
194
$286K 0.03%
29,864
+1,575
195
$285K 0.03%
1,172
196
$281K 0.03%
6,804
+5,116
197
$278K 0.03%
6,260
+624
198
$278K 0.03%
+29,000
199
$276K 0.03%
6,360
+23
200
$274K 0.03%
+5,000
6 7
8
9 10