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
$760M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.4M
3
+$9.84M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.84M

Top Sells

1
+$64.5M
2
+$23.8M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.58M
5
IYW icon
iShares US Technology ETF
IYW
+$4.71M

Sector Composition

1 Technology 6.63%
2 Financials 6.18%
3 Healthcare 4.54%
4 Industrials 3.26%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
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