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
$7.93B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$118M
3
+$81.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17M

Top Sells

1
+$223M
2
+$179M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$91.9M
5
AAPL icon
Apple
AAPL
+$24.8M

Sector Composition

1 Technology 7.84%
2 Financials 4.9%
3 Healthcare 4.79%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.96M 0.02%
3,569
-751
252
$1.92M 0.02%
7,887
+4
253
$1.91M 0.02%
24,965
-955
254
$1.88M 0.02%
3,779
-3,124
255
$1.88M 0.02%
22,519
+14,348
256
$1.87M 0.02%
22,541
257
$1.85M 0.02%
49,303
+23,778
258
$1.73M 0.02%
31,987
-9,075
259
$1.72M 0.02%
22,659
-107
260
$1.71M 0.02%
18,549
-2,337
261
$1.69M 0.02%
44,638
-4,156
262
$1.68M 0.02%
14,410
-1,269
263
$1.67M 0.02%
16,963
264
$1.67M 0.02%
36,908
-4,450
265
$1.65M 0.02%
10,366
-806
266
$1.63M 0.02%
14,836
-66,438
267
$1.62M 0.02%
8,028
-6,780
268
$1.57M 0.02%
51,663
-8,308
269
$1.56M 0.02%
11,169
-2,532
270
$1.5M 0.02%
119,465
271
$1.47M 0.02%
10,974
-2,792
272
$1.46M 0.02%
23,699
+1,500
273
$1.46M 0.02%
22,405
-5,334
274
$1.46M 0.02%
15,126
-8
275
$1.45M 0.02%
144,463
-75,249
9 10
11
12 13