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
276
$462K 0.01%
+2,280
277
$459K 0.01%
6,611
+672
278
$453K 0.01%
+5,445
279
$449K 0.01%
1,535
+938
280
$448K 0.01%
3,163
+299
281
$448K 0.01%
11,768
+4
282
$441K 0.01%
+143
283
$435K 0.01%
44,936
+1,876
284
$433K 0.01%
10,290
+536
285
$432K 0.01%
+2,073
286
$428K 0.01%
4,793
287
$427K 0.01%
+11,253
288
$420K 0.01%
26,158
289
$419K 0.01%
+13,746
290
$413K 0.01%
+4,155
291
$409K 0.01%
7,010
-467
292
$406K 0.01%
8,202
293
$404K 0.01%
2,321
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294
$398K 0.01%
+2,760
295
$394K 0.01%
7,363
+26
296
$392K 0.01%
2,313
-52
297
$387K 0.01%
4,779
+46
298
$383K 0.01%
5,631
+1,174
299
$378K 0.01%
3,644
+1
300
$373K 0.01%
3,107
+122
10 11
12
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