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
301
$1M 0.01%
7,869
-64
302
$997K 0.01%
9,365
+5
303
$985K 0.01%
2,636
304
$972K 0.01%
4,852
305
$966K 0.01%
37,251
-300
306
$965K 0.01%
33,314
307
$953K 0.01%
14,568
-74
308
$951K 0.01%
37,720
309
$949K 0.01%
9,824
+188
310
$948K 0.01%
14,444
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311
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12,179
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312
$939K 0.01%
17,483
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313
$936K 0.01%
15,535
-19,661
314
$918K 0.01%
+2,975
315
$910K 0.01%
25,525
316
$907K 0.01%
3,038
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317
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5,480
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8,722
319
$892K 0.01%
6,322
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320
$879K 0.01%
222
321
$877K 0.01%
4,109
+180
322
$877K 0.01%
23,560
323
$874K 0.01%
8,419
+920
324
$872K 0.01%
9,298
325
$863K 0.01%
4,972
11 12
13
14 15