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
$706M
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$11.8M
3
+$7.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$7.51M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$7.16M

Top Sells

1
+$44.4M
2
+$21.8M
3
+$21.7M
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$21.5M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$14.3M

Sector Composition

1 Technology 8.53%
2 Healthcare 5.95%
3 Financials 4.53%
4 Industrials 3.44%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
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