RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
This Quarter Return
+5.85%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$4.17B
AUM Growth
+$4.17B
(+3.6%)
Cap. Flow
+$68.5M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
75.88%
Holding
269
New
11
Increased
109
Reduced
72
Closed
14
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$27.7M |
| 2 |
Vanguard Growth ETF
VUG
|
$16.2M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$14.5M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$11.7M |
| 5 |
Vanguard Total Corporate Bond ETF
VTC
|
$8.58M |
Top Sells
Sector Composition
| 1 | Technology | 3.23% |
| 2 | Healthcare | 2.13% |
| 3 | Consumer Staples | 1.7% |
| 4 | Financials | 1.47% |
| 5 | Consumer Discretionary | 1.47% |
