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
351
$688K 0.01%
3,825
352
$688K 0.01%
9,188
-2,301
353
$688K 0.01%
22,070
354
$682K 0.01%
4,092
+8
355
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2,439
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356
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8,025
357
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9,218
358
$662K 0.01%
10,237
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359
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4,381
-16
360
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2,606
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361
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3,694
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362
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2,314
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363
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16,357
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364
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365
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15,340
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369
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370
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7,950
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371
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14,193
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372
$602K 0.01%
2,958
-113
373
$594K 0.01%
6,646
+1,256
374
$587K 0.01%
7,345
-20,289
375
$583K 0.01%
6,964
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13 14
15
16 17