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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$509K 0.01%
22,384
-756
227
$509K 0.01%
2,716
+655
228
$505K 0.01%
7,195
-11,764
229
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2,778
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230
$488K 0.01%
9,487
-788
231
$486K 0.01%
+14,427
232
$479K 0.01%
+13,568
233
$473K 0.01%
5,655
+3,213
234
$473K 0.01%
11,764
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235
$471K 0.01%
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236
$467K 0.01%
3,231
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237
$457K 0.01%
7,477
-7,274
238
$456K 0.01%
+4,793
239
$442K 0.01%
+9,754
240
$442K 0.01%
+2,365
241
$440K 0.01%
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242
$433K 0.01%
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243
$431K 0.01%
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244
$429K 0.01%
2,864
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245
$423K 0.01%
8,202
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246
$420K 0.01%
17,358
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247
$416K 0.01%
3,012
-298
248
$413K 0.01%
2,958
-418
249
$411K 0.01%
+7,337
250
$407K 0.01%
4,570
8 9
10
11 12