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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$540K 0.01%
4,951
+2,132
252
$539K 0.01%
2,341
+79
253
$538K 0.01%
+13,353
254
$533K 0.01%
+1,865
255
$531K 0.01%
+1
256
$525K 0.01%
13,568
257
$525K 0.01%
8,901
+1
258
$520K 0.01%
+10,420
259
$519K 0.01%
4,729
260
$517K 0.01%
2,927
+211
261
$516K 0.01%
2,566
+1,092
262
$513K 0.01%
+42,237
263
$513K 0.01%
42,094
+1,000
264
$510K 0.01%
5,875
-1,141
265
$509K 0.01%
+46,000
266
$502K 0.01%
6,413
+758
267
$502K 0.01%
+5,008
268
$496K 0.01%
14,950
+523
269
$495K 0.01%
+16,871
270
$494K 0.01%
4,084
+1,072
271
$493K 0.01%
+9,787
272
$477K 0.01%
6,087
-1
273
$477K 0.01%
21,904
-480
274
$471K 0.01%
+1,180
275
$467K 0.01%
5,291
+1,184
9 10
11
12 13