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
176
$419K 0.03%
1,768
+100
177
$419K 0.03%
1,403
-12
178
$417K 0.03%
5,356
+214
179
$417K 0.03%
2,921
180
$412K 0.03%
10,209
181
$409K 0.03%
4,131
-51
182
$404K 0.03%
823
-98
183
$399K 0.03%
1,680
184
$393K 0.03%
1,641
-43
185
$386K 0.03%
1,486
+23
186
$378K 0.03%
4,570
187
$378K 0.03%
3,144
+50
188
$373K 0.03%
+18,064
189
$364K 0.03%
10,650
+54
190
$353K 0.03%
7,797
191
$351K 0.03%
1,791
-2
192
$351K 0.03%
1,371
193
$349K 0.03%
+1,379
194
$346K 0.03%
9,392
+1,598
195
$345K 0.03%
1,530
-10
196
$342K 0.03%
9,259
197
$341K 0.03%
425
-4,895
198
$339K 0.03%
1,362
199
$336K 0.03%
2,441
+20
200
$334K 0.02%
1,614
+4
6 7
8
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