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
201
$2.79M 0.04%
5,166
-359
202
$2.76M 0.04%
13,398
-4,107
203
$2.76M 0.04%
49,556
-1,060
204
$2.73M 0.04%
7,619
-22
205
$2.65M 0.04%
13,440
-132
206
$2.62M 0.04%
+22,512
207
$2.62M 0.04%
4,991
+1,497
208
$2.59M 0.03%
147,418
-727
209
$2.57M 0.03%
10,279
+826
210
$2.55M 0.03%
19,704
-82
211
$2.54M 0.03%
43,328
-158
212
$2.45M 0.03%
33,495
+291
213
$2.44M 0.03%
58,647
+404
214
$2.42M 0.03%
4,322
-176
215
$2.42M 0.03%
20,024
-1,772
216
$2.4M 0.03%
35,196
-75,593
217
$2.4M 0.03%
105,525
+375
218
$2.38M 0.03%
117,129
-369
219
$2.38M 0.03%
56,610
-340
220
$2.37M 0.03%
20,755
-28
221
$2.37M 0.03%
23,328
222
$2.36M 0.03%
11,927
+156
223
$2.35M 0.03%
44,056
224
$2.31M 0.03%
50,737
-8,722
225
$2.29M 0.03%
62,079
+998
7 8
9
10 11