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
$1.49B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$7.29M
3
+$6.77M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.65M
5
ITB icon
iShares US Home Construction ETF
ITB
+$6.61M

Top Sells

1
+$6.31M
2
+$6.13M
3
+$6.08M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.08M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$6.06M

Sector Composition

1 Technology 11.14%
2 Healthcare 4.7%
3 Industrials 4.16%
4 Financials 4.04%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$459K 0.03%
5,261
+5
177
$455K 0.03%
26,158
178
$437K 0.03%
2,940
+33
179
$436K 0.03%
1,991
+200
180
$436K 0.03%
62,063
181
$426K 0.03%
10,209
182
$419K 0.03%
1,633
+16
183
$418K 0.03%
1,818
184
$412K 0.03%
1,367
-20
185
$412K 0.03%
3,358
186
$411K 0.03%
793
187
$401K 0.03%
1,501
+15
188
$399K 0.03%
1,580
+251
189
$392K 0.03%
4,131
-40
190
$388K 0.03%
1,101
+111
191
$388K 0.03%
14,397
-45
192
$378K 0.03%
7,871
+74
193
$377K 0.03%
3,135
-114
194
$372K 0.03%
+12,650
195
$368K 0.02%
1,424
+21
196
$361K 0.02%
4,570
197
$346K 0.02%
1,530
198
$344K 0.02%
8,340
-92
199
$343K 0.02%
9,392
200
$335K 0.02%
1,371
6 7
8
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