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
251
$405K 0.01%
+8,219
252
$398K 0.01%
+2,313
253
$392K 0.01%
2,262
+792
254
$392K 0.01%
+3,643
255
$387K 0.01%
10,635
-50,942
256
$384K 0.01%
4,733
+1,084
257
$375K 0.01%
2,399
+1,002
258
$366K 0.01%
13,894
-4,884
259
$360K 0.01%
4,107
+209
260
$357K 0.01%
2,914
+650
261
$354K 0.01%
+14,875
262
$349K 0.01%
1,900
-17,402
263
$348K 0.01%
+4,164
264
$347K 0.01%
1,325
-400
265
$345K 0.01%
+1,380
266
$328K 0.01%
+5,855
267
$315K 0.01%
3,386
-1,226
268
$314K 0.01%
3,283
+283
269
$312K 0.01%
5,017
-127
270
$307K 0.01%
+4,144
271
$307K 0.01%
3,641
-639
272
$306K 0.01%
+1,474
273
$305K 0.01%
2,879
+659
274
$304K 0.01%
+7,100
275
$303K 0.01%
4,870
+860
9 10
11
12 13