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
276
$298K 0.01%
1,957
-28,877
277
$297K 0.01%
2,939
+236
278
$293K 0.01%
2,590
-6,553
279
$285K 0.01%
2,985
+316
280
$285K 0.01%
+3,752
281
$281K 0.01%
4,457
-2,526
282
$277K 0.01%
+4,707
283
$274K 0.01%
1,481
284
$274K 0.01%
+8,867
285
$270K 0.01%
5,740
286
$268K 0.01%
+2,672
287
$264K 0.01%
4,973
-288
288
$264K 0.01%
2,151
+1
289
$262K 0.01%
4,192
-1,602
290
$258K 0.01%
2,819
-1,035
291
$255K 0.01%
3,845
+521
292
$253K 0.01%
4,803
293
$251K 0.01%
+2,222
294
$250K 0.01%
+2,685
295
$250K 0.01%
+2,333
296
$246K 0.01%
+6,382
297
$245K 0.01%
+9,375
298
$242K 0.01%
3,500
299
$239K 0.01%
1,604
300
$238K 0.01%
+21,550
10 11
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