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
$7.01B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$94.3M
3
+$85.1M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$74.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$72M

Top Sells

1
+$225M
2
+$13.5M
3
+$7.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.43M
5
AWK icon
American Water Works
AWK
+$4.79M

Sector Composition

1 Technology 8.2%
2 Healthcare 5.05%
3 Financials 3.9%
4 Consumer Discretionary 3.48%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.56M 0.02%
11,935
+6,409
252
$1.49M 0.02%
7,861
+4,760
253
$1.47M 0.02%
3,618
+2,778
254
$1.45M 0.02%
+28,922
255
$1.44M 0.02%
40,350
256
$1.43M 0.02%
40,485
+26,917
257
$1.43M 0.02%
7,655
+6,180
258
$1.42M 0.02%
32,845
-2,200
259
$1.41M 0.02%
+6,858
260
$1.38M 0.02%
+51,677
261
$1.36M 0.02%
+2,902
262
$1.31M 0.02%
16,093
+11,184
263
$1.28M 0.02%
22,020
+7,788
264
$1.28M 0.02%
10,458
+4,602
265
$1.25M 0.02%
21,764
+63
266
$1.23M 0.02%
+4,748
267
$1.21M 0.02%
2,636
268
$1.2M 0.02%
+24,150
269
$1.2M 0.02%
+15,990
270
$1.19M 0.02%
+5,050
271
$1.18M 0.02%
+20,249
272
$1.17M 0.02%
12,476
273
$1.16M 0.02%
9,915
-98
274
$1.16M 0.02%
10,003
+3,004
275
$1.16M 0.02%
12,303
+3,556
9 10
11
12 13