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
276
$1.14M 0.02%
8,323
+1,114
277
$1.11M 0.02%
87,475
278
$1.11M 0.02%
20,551
+12,349
279
$1.1M 0.02%
24,095
+3,031
280
$1.09M 0.02%
15,114
+8,503
281
$1.08M 0.02%
12,225
+9,377
282
$1.07M 0.02%
9,022
-1,950
283
$1.07M 0.02%
3,938
284
$1.07M 0.02%
2,827
+291
285
$1.05M 0.02%
12,372
+2,546
286
$1.05M 0.02%
2,146
+966
287
$1.02M 0.01%
3,417
+1,552
288
$1.02M 0.01%
23,880
289
$1.01M 0.01%
5,040
+2,113
290
$997K 0.01%
7,976
+4,941
291
$996K 0.01%
+2,550
292
$995K 0.01%
41,400
-1,700
293
$975K 0.01%
+5,455
294
$962K 0.01%
+3,825
295
$961K 0.01%
+3,080
296
$951K 0.01%
25,900
297
$943K 0.01%
37,548
+99
298
$942K 0.01%
3,479
+451
299
$928K 0.01%
11,261
+5,174
300
$916K 0.01%
5,805
+2,642
10 11
12
13 14