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
301
$915K 0.01%
9,060
+2,110
302
$908K 0.01%
+351
303
$907K 0.01%
19,288
-70,662
304
$902K 0.01%
+12,072
305
$896K 0.01%
6,038
+278
306
$896K 0.01%
35,292
+11,838
307
$895K 0.01%
+8,926
308
$877K 0.01%
6,589
+3,482
309
$877K 0.01%
11,480
+1,585
310
$849K 0.01%
32,235
+10,502
311
$832K 0.01%
10,755
-2,644
312
$828K 0.01%
9,107
-2,087
313
$827K 0.01%
233
+90
314
$817K 0.01%
22,761
-50
315
$813K 0.01%
12,839
+3,938
316
$811K 0.01%
4,527
+2,388
317
$806K 0.01%
14,834
-1,014
318
$801K 0.01%
11,116
+6,616
319
$799K 0.01%
+15,459
320
$799K 0.01%
8,775
321
$793K 0.01%
24,682
-12,521
322
$788K 0.01%
+5,348
323
$782K 0.01%
+3,022
324
$781K 0.01%
37,676
-16
325
$771K 0.01%
10,080
+4,753
11 12
13
14 15