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
201
$269K 0.03%
11,609
202
$268K 0.03%
+11,000
203
$265K 0.03%
1,337
204
$263K 0.03%
3,259
+2,486
205
$263K 0.03%
2,826
+1,377
206
$260K 0.03%
2,369
207
$260K 0.03%
5,935
+3,300
208
$260K 0.03%
+11,263
209
$259K 0.03%
+39,246
210
$257K 0.03%
3,937
-18,535
211
$254K 0.03%
3,254
-30
212
$254K 0.03%
2,154
213
$253K 0.03%
8,340
+8,280
214
$253K 0.03%
3,450
+2,703
215
$253K 0.03%
+18,545
216
$245K 0.03%
1,499
+1,033
217
$238K 0.03%
2,735
218
$234K 0.03%
3,904
+668
219
$232K 0.03%
5,800
220
$229K 0.03%
1,472
+621
221
$224K 0.03%
6,000
222
$213K 0.02%
2,330
223
$212K 0.02%
872
+211
224
$211K 0.02%
+2,607
225
$210K 0.02%
4,122
+2,830
7 8
9
10 11