RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
1-Year Return
13.31%
This Quarter Return
+4.71%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$889M
AUM Growth
+$3.01M
(+0.34%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-3.63%
Top 10 Holdings %
Top 10 Hldgs %
40.79%
Holding
259
New
22
Increased
93
Reduced
93
Closed
29
Top Buys
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$8.42M |
| 2 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$7.81M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$6.68M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$5.88M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$5.84M |
Top Sells
Sector Composition
| 1 | Financials | 6.34% |
| 2 | Technology | 5.98% |
| 3 | Healthcare | 5.33% |
| 4 | Industrials | 3.07% |
| 5 | Consumer Discretionary | 2.5% |
