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
326
$855K 0.01%
8,485
+2,588
327
$854K 0.01%
5,879
+371
328
$846K 0.01%
15,455
329
$845K 0.01%
18,464
330
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5,369
-707
331
$826K 0.01%
6,974
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332
$824K 0.01%
+4,805
333
$822K 0.01%
8,201
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334
$822K 0.01%
2,130
335
$814K 0.01%
9,100
336
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6,999
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337
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13,335
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338
$783K 0.01%
9,954
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339
$780K 0.01%
39,797
-1,698
340
$780K 0.01%
22,527
341
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12,964
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342
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343
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3,175
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344
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22,089
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345
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6,792
346
$737K 0.01%
10,548
347
$725K 0.01%
11,819
-141
348
$712K 0.01%
8,079
-1
349
$708K 0.01%
3,056
-33
350
$698K 0.01%
17,964
+8
12 13
14
15 16