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
$778M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.2M
3
+$7.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.49M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.88M

Top Sells

1
+$13.9M
2
+$12.7M
3
+$10.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.35M

Sector Composition

1 Financials 6.03%
2 Technology 5.73%
3 Healthcare 4.21%
4 Consumer Discretionary 2.48%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$45K 0.01%
+1,747
352
$45K 0.01%
+1,008
353
$45K 0.01%
+1,787
354
$44K 0.01%
+318
355
$44K 0.01%
+2,740
356
$44K 0.01%
+2,300
357
$43K 0.01%
+2,000
358
$41K 0.01%
+2,327
359
$41K 0.01%
+2,100
360
$40K 0.01%
+862
361
$39K 0.01%
+355
362
$39K 0.01%
+1,060
363
$38K ﹤0.01%
+334
364
$38K ﹤0.01%
+496
365
$38K ﹤0.01%
+766
366
$37K ﹤0.01%
+1,350
367
$37K ﹤0.01%
+3,855
368
$37K ﹤0.01%
+2,340
369
$37K ﹤0.01%
+2,000
370
$36K ﹤0.01%
+492
371
$36K ﹤0.01%
+297
372
$36K ﹤0.01%
+432
373
$36K ﹤0.01%
+247
374
$35K ﹤0.01%
+301
375
$34K ﹤0.01%
+355
13 14
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