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
$889M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.81M
3
+$6.68M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$5.88M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.84M

Top Sells

1
+$8.2M
2
+$8.02M
3
+$7.04M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$5.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.23M

Sector Composition

1 Financials 6.34%
2 Technology 5.98%
3 Healthcare 5.33%
4 Industrials 3.07%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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-22,119
255
– –
-5,034
256
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-11,250
257
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-6,584
258
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-3,121
259
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-57,486
7 8 9 10
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