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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.31M 0.02%
3,938
277
$1.3M 0.02%
+73,311
278
$1.26M 0.02%
12,697
+221
279
$1.19M 0.02%
36,878
+752
280
$1.18M 0.02%
30,215
-2,130
281
$1.18M 0.02%
45,465
+900
282
$1.15M 0.02%
7,888
-139
283
$1.14M 0.02%
11,292
+30
284
$1.13M 0.01%
5,552
-623
285
$1.12M 0.01%
21,248
-297
286
$1.11M 0.01%
23,210
-670
287
$1.11M 0.01%
3,462
-13
288
$1.11M 0.01%
2,836
+9
289
$1.1M 0.01%
18,475
+46
290
$1.09M 0.01%
9,048
-697
291
$1.09M 0.01%
83,625
-3,850
292
$1.07M 0.01%
5,007
+1
293
$1.06M 0.01%
12,699
+1,028
294
$1.06M 0.01%
40,900
295
$1.05M 0.01%
23,863
-32,747
296
$1.02M 0.01%
2,433
297
$1.01M 0.01%
15,006
298
$1.01M 0.01%
5,523
-15
299
$1.01M 0.01%
3,041
+10
300
$1M 0.01%
+10,944
10 11
12
13 14