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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.18M 0.03%
9,629
-50
227
$2.18M 0.03%
139,011
228
$2.15M 0.03%
31,320
-2,175
229
$2.13M 0.03%
26,186
230
$2.06M 0.03%
33,407
-1,438
231
$2.04M 0.03%
163,042
-1,730
232
$2.04M 0.03%
23,328
233
$1.99M 0.03%
61,654
-425
234
$1.96M 0.03%
53,460
+3,454
235
$1.96M 0.03%
11,142
-22
236
$1.96M 0.03%
+34,258
237
$1.95M 0.03%
119,465
238
$1.95M 0.03%
14,230
-9,463
239
$1.94M 0.03%
25,987
-122
240
$1.9M 0.03%
30,044
+502
241
$1.9M 0.03%
7,175
-1,400
242
$1.89M 0.03%
2,881
+18
243
$1.87M 0.02%
25,948
-909
244
$1.85M 0.02%
21,015
-161
245
$1.85M 0.02%
41,658
-167
246
$1.82M 0.02%
19,472
247
$1.81M 0.02%
22,300
+250
248
$1.8M 0.02%
4,208
-200
249
$1.77M 0.02%
12,863
-864
250
$1.71M 0.02%
18,102
8 9
10
11 12