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
301
$369K 0.01%
4,909
+1,268
302
$367K 0.01%
5,327
+1,328
303
$361K 0.01%
2,375
-24
304
$351K 0.01%
4,570
305
$349K 0.01%
3,035
+121
306
$346K 0.01%
+5,496
307
$337K 0.01%
14,875
308
$337K 0.01%
7,100
309
$335K 0.01%
+9,259
310
$333K 0.01%
+6,635
311
$331K 0.01%
+3,119
312
$329K 0.01%
2,412
-546
313
$326K 0.01%
2,139
-123
314
$326K 0.01%
+6,485
315
$323K 0.01%
+5,051
316
$320K 0.01%
5,040
+1,195
317
$319K 0.01%
+1,630
318
$315K 0.01%
+2,830
319
$311K 0.01%
+7,612
320
$310K 0.01%
4,500
+356
321
$308K 0.01%
5,705
-150
322
$304K 0.01%
+3,439
323
$301K 0.01%
+7,960
324
$297K 0.01%
2,879
325
$295K 0.01%
1,475
+95
11 12
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