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
$7.93B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$118M
3
+$81.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17M

Top Sells

1
+$223M
2
+$179M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$91.9M
5
AAPL icon
Apple
AAPL
+$24.8M

Sector Composition

1 Technology 7.84%
2 Financials 4.9%
3 Healthcare 4.79%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.39M 0.02%
30,001
-11,997
277
$1.38M 0.02%
9,861
278
$1.36M 0.02%
14,694
-5
279
$1.35M 0.02%
12,119
-462
280
$1.35M 0.02%
22,836
+14,581
281
$1.33M 0.02%
18,562
-729
282
$1.32M 0.02%
6,445
-6,411
283
$1.32M 0.02%
3,938
284
$1.32M 0.02%
20,049
-168
285
$1.3M 0.02%
19,180
+832
286
$1.29M 0.02%
46,269
+712
287
$1.28M 0.02%
18,526
+3,253
288
$1.27M 0.02%
12,762
+535
289
$1.24M 0.02%
4,551
+89
290
$1.24M 0.02%
6,200
+963
291
$1.22M 0.02%
3,961
292
$1.21M 0.02%
12,252
293
$1.2M 0.02%
2,485
-1,098
294
$1.2M 0.02%
8,242
-3,663
295
$1.18M 0.01%
4,166
+3,190
296
$1.17M 0.01%
11,193
-4,113
297
$1.15M 0.01%
45,570
-5,600
298
$1.14M 0.01%
10,229
+193
299
$1.14M 0.01%
8,813
+114
300
$1.13M 0.01%
6,627
-175
10 11
12
13 14