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
$8.12B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$53.6M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
TPL icon
Texas Pacific Land
TPL
+$14.4M

Top Sells

1
+$21.6M
2
+$18.1M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$13.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M

Sector Composition

1 Technology 9.22%
2 Financials 4.73%
3 Healthcare 4.46%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.82M 0.05%
37,636
-32
177
$3.81M 0.05%
225,858
+4,813
178
$3.8M 0.05%
8,964
+533
179
$3.76M 0.05%
22,898
+363
180
$3.71M 0.05%
36,937
-229
181
$3.71M 0.05%
117,852
+12,818
182
$3.7M 0.05%
19,751
+185
183
$3.69M 0.05%
11,026
+2,324
184
$3.65M 0.05%
32,798
-2,194
185
$3.62M 0.04%
140,946
+1,920
186
$3.61M 0.04%
27,930
187
$3.59M 0.04%
6,903
+233
188
$3.59M 0.04%
37,496
189
$3.58M 0.04%
157,285
-8,680
190
$3.57M 0.04%
138,047
+187
191
$3.56M 0.04%
10,997
-3,339
192
$3.54M 0.04%
61,707
+1,836
193
$3.45M 0.04%
27,362
-36
194
$3.44M 0.04%
5,531
+261
195
$3.33M 0.04%
14,700
-400
196
$3.32M 0.04%
54,034
+15,357
197
$3.29M 0.04%
133,670
+116,666
198
$3.23M 0.04%
+22,401
199
$3.2M 0.04%
41,077
-23,434
200
$3.16M 0.04%
34,575
-125,563
6 7
8
9 10