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
201
$332K 0.02%
393
202
$330K 0.02%
1,446
203
$327K 0.02%
1,626
-15
204
$327K 0.02%
5,555
-403
205
$327K 0.02%
4,830
206
$318K 0.02%
4,803
207
$318K 0.02%
3,000
208
$313K 0.02%
2,422
209
$305K 0.02%
1,300
210
$304K 0.02%
847
-35
211
$304K 0.02%
1,009
+71
212
$304K 0.02%
2,067
-192
213
$301K 0.02%
5,117
-24
214
$298K 0.02%
1,209
+79
215
$296K 0.02%
9,356
216
$290K 0.02%
3,377
+35
217
$278K 0.02%
3,500
-76,485
218
$275K 0.02%
39,246
219
$274K 0.02%
3,896
220
$271K 0.02%
2,584
+103
221
$270K 0.02%
2,352
222
$268K 0.02%
737
+1
223
$263K 0.02%
2,239
224
$260K 0.02%
+1,871
225
$259K 0.02%
+2,830
7 8
9
10 11