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
$7.93B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$118M
3
+$81.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17M

Top Sells

1
+$223M
2
+$179M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$91.9M
5
AAPL icon
Apple
AAPL
+$24.8M

Sector Composition

1 Technology 7.84%
2 Financials 4.9%
3 Healthcare 4.79%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$979K 0.01%
37,383
-939
327
$973K 0.01%
2,818
-10
328
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7,413
329
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18,311
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330
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5,183
332
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2,975
333
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4,776
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334
$934K 0.01%
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335
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5,981
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336
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$914K 0.01%
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338
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15,606
339
$912K 0.01%
18,300
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340
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341
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106,289
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344
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8,352
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345
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346
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19,502
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347
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7,319
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348
$853K 0.01%
1,679
349
$846K 0.01%
11,044
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350
$832K 0.01%
18,464
12 13
14
15 16