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
351
$216K ﹤0.01%
1,875
+19
352
$215K ﹤0.01%
2,848
-1,316
353
$215K ﹤0.01%
+1,525
354
$215K ﹤0.01%
2,860
355
$214K ﹤0.01%
2,422
356
$214K ﹤0.01%
21,550
357
$214K ﹤0.01%
1,710
+207
358
$212K ﹤0.01%
6,421
+39
359
$212K ﹤0.01%
+3,491
360
$211K ﹤0.01%
+548
361
$211K ﹤0.01%
+828
362
$211K ﹤0.01%
+4,945
363
$206K ﹤0.01%
+7,476
364
$206K ﹤0.01%
12,421
+2,110
365
$202K ﹤0.01%
7,484
+41
366
$201K ﹤0.01%
3,983
-427
367
$179K ﹤0.01%
+39,395
368
$150K ﹤0.01%
14,750
369
$148K ﹤0.01%
+62,075
370
$131K ﹤0.01%
+10,188
371
$96.3K ﹤0.01%
10,700
-2,000
372
$59.4K ﹤0.01%
15,000
-2,000
373
$31K ﹤0.01%
1,543
+1,159
374
$8.79K ﹤0.01%
+10,000
375
– –
-85,990
12 13 14
15
16