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
$7.01B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$94.3M
3
+$85.1M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$74.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$72M

Top Sells

1
+$225M
2
+$13.5M
3
+$7.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.43M
5
AWK icon
American Water Works
AWK
+$4.79M

Sector Composition

1 Technology 8.2%
2 Healthcare 5.05%
3 Financials 3.9%
4 Consumer Discretionary 3.48%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$513K 0.01%
+4,429
377
$513K 0.01%
+2,332
378
$512K 0.01%
+4,495
379
$509K 0.01%
26,158
380
$507K 0.01%
38,094
-4,000
381
$494K 0.01%
4,793
382
$481K 0.01%
5,631
383
$477K 0.01%
12,695
-2,255
384
$472K 0.01%
7,138
+1,642
385
$472K 0.01%
3,619
+500
386
$463K 0.01%
+8,104
387
$459K 0.01%
19,739
-2,165
388
$458K 0.01%
+5,548
389
$447K 0.01%
40,669
-4,267
390
$447K 0.01%
+12,358
391
$443K 0.01%
+15,162
392
$440K 0.01%
2,217
-96
393
$431K 0.01%
+19,910
394
$431K 0.01%
8,539
-1,881
395
$431K 0.01%
+11,335
396
$426K 0.01%
+743
397
$419K 0.01%
10,394
+104
398
$418K 0.01%
+6,348
399
$413K 0.01%
+9,546
400
$413K 0.01%
+6,054
14 15
16
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