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
326
$292K 0.01%
+840
327
$292K 0.01%
+11,848
328
$292K 0.01%
1,456
-25
329
$287K 0.01%
5,017
330
$287K 0.01%
3,283
331
$285K 0.01%
3,957
+205
332
$283K 0.01%
2,230
+8
333
$269K 0.01%
12,583
-74,193
334
$265K 0.01%
5,740
335
$258K 0.01%
2,970
+31
336
$257K 0.01%
+6,000
337
$250K 0.01%
4,390
+198
338
$246K 0.01%
2,689
+17
339
$245K 0.01%
2,181
+30
340
$239K 0.01%
3,500
341
$238K 0.01%
6,801
-3,834
342
$235K 0.01%
2,333
343
$235K 0.01%
+2,601
344
$234K 0.01%
+6,000
345
$233K 0.01%
9,375
346
$232K 0.01%
1,621
+17
347
$229K 0.01%
4,535
-438
348
$229K 0.01%
+472
349
$229K 0.01%
4,803
350
$217K ﹤0.01%
+5,192
12 13
14
15 16