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
326
$77.2K ﹤0.01%
+17,000
327
$5.52K ﹤0.01%
384
328
– –
-2,365
329
– –
-1,433
330
– –
-7
331
– –
-1,725
332
– –
-1,805
333
– –
-1,422
334
– –
-2,073
335
– –
-6,703
336
– –
-2,688
337
– –
-2,807
338
– –
-41,879
339
– –
-1,640
340
– –
-2,628
341
– –
-21,307
342
– –
-12,276
343
– –
-9,259
344
– –
-39,246
345
– –
-7,780
346
– –
-3,351
347
– –
-19,468
348
– –
-45,642
349
– –
-227,203
350
– –
-21,064
11 12 13
14
15