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
$4.02B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$606M
2
+$580M
3
+$414M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$356M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$284M

Top Sells

1
+$145M
2
+$106M
3
+$50.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$43.1M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$34.3M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.96%
3 Consumer Staples 1.71%
4 Financials 1.59%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.01%
5,328
-3,970
227
$272K 0.01%
5,740
-14,780
228
$260K 0.01%
1,481
+35
229
$260K 0.01%
+2,148
230
$259K 0.01%
2,359
-12,474
231
$258K 0.01%
6,038
-1,164
232
$255K 0.01%
+7,780
233
$250K 0.01%
737
234
$250K 0.01%
1,687
235
$244K 0.01%
+5,042
236
$242K 0.01%
4,803
237
$241K 0.01%
2,807
238
$236K 0.01%
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239
$232K 0.01%
+1,032
240
$231K 0.01%
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241
$224K 0.01%
1,604
242
$221K 0.01%
+2,703
243
$221K 0.01%
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244
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1,408
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245
$208K 0.01%
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246
$206K 0.01%
39,246
247
$206K 0.01%
1,068
-395
248
$204K 0.01%
+828
249
$202K 0.01%
+938
250
$200K 0.01%
+2,098
8 9
10
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