RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
This Quarter Return
-11.91%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$1.48B
AUM Growth
+$1.48B
(-4.1%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
51.96%
Holding
263
New
11
Increased
111
Reduced
72
Closed
24
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$32.5M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$25.3M |
| 3 |
Fidelity Corporate Bond ETF
FCOR
|
$20.6M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$20.2M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$17.5M |
Sector Composition
| 1 | Technology | 7.85% |
| 2 | Healthcare | 4.78% |
| 3 | Financials | 3.91% |
| 4 | Consumer Staples | 3.79% |
| 5 | Industrials | 3.64% |
