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
351
$826K 0.01%
3,195
-127
352
$818K 0.01%
13,688
-1,277
353
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7,397
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8,865
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355
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9,561
+2,420
356
$802K 0.01%
174
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357
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14,003
358
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4,277
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359
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+8,436
360
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16,816
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361
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61,275
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362
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5,888
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363
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9,218
364
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11,087
-8,061
365
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3,400
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366
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2,704
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368
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2,652
369
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2,186
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370
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6,415
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8,522
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$665K 0.01%
20,166
+652
374
$661K 0.01%
5,311
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375
$660K 0.01%
15,141
+5,062
13 14
15
16 17