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
$1.55B
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$34M
3
+$33.1M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$24.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$23M

Top Sells

1
+$29.9M
2
+$18.5M
3
+$17.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$17M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$16.9M

Sector Composition

1 Technology 9.29%
2 Healthcare 5.11%
3 Industrials 4.17%
4 Consumer Discretionary 3.96%
5 Financials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-26,511
277
– –
-31,596
8 9 10 11
12