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
301
$229K 0.01%
+2,425
302
$228K 0.01%
+2,422
303
$226K ﹤0.01%
3,775
-3,908
304
$226K ﹤0.01%
+1,570
305
$222K ﹤0.01%
+4,410
306
$221K ﹤0.01%
8,540
307
$219K ﹤0.01%
+1,350
308
$218K ﹤0.01%
1,119
-7,586
309
$216K ﹤0.01%
+3,999
310
$216K ﹤0.01%
+2,860
311
$211K ﹤0.01%
405
-3,372
312
$211K ﹤0.01%
1,650
-66,436
313
$208K ﹤0.01%
1,503
-200
314
$208K ﹤0.01%
+1,856
315
$207K ﹤0.01%
+781
316
$207K ﹤0.01%
2,988
-16,482
317
$206K ﹤0.01%
1,064
-191
318
$206K ﹤0.01%
+1,277
319
$204K ﹤0.01%
597
-630
320
$204K ﹤0.01%
+1,900
321
$204K ﹤0.01%
12,102
+33
322
$203K ﹤0.01%
+7,443
323
$178K ﹤0.01%
+10,311
324
$166K ﹤0.01%
+14,750
325
$129K ﹤0.01%
+12,700
11 12
13
14 15