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
176
$3.63M 0.05%
67,017
-1,686
177
$3.59M 0.05%
14,526
-1,855
178
$3.58M 0.05%
22,550
-5
179
$3.55M 0.05%
136,516
+6,322
180
$3.51M 0.05%
77,494
-5,720
181
$3.51M 0.05%
68,649
-2,814
182
$3.49M 0.05%
13,484
-139
183
$3.34M 0.05%
8,132
-91
184
$3.34M 0.04%
12,341
-209
185
$3.28M 0.04%
11,400
+24
186
$3.26M 0.04%
+33,333
187
$3.26M 0.04%
23,693
+765
188
$3.2M 0.04%
18,362
-109
189
$3.2M 0.04%
189,006
+3,501
190
$3.13M 0.04%
7,845
-14,482
191
$3.08M 0.04%
34,706
+333
192
$2.98M 0.04%
7,016
+52
193
$2.96M 0.04%
36,970
-171
194
$2.96M 0.04%
5,321
+1
195
$2.95M 0.04%
32,173
+23
196
$2.95M 0.04%
26,151
-56
197
$2.93M 0.04%
45,986
+1,253
198
$2.89M 0.04%
89,516
+9,216
199
$2.81M 0.04%
10,478
-657
200
$2.8M 0.04%
11,202
+343
6 7
8
9 10