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
376
$658K 0.01%
1,904
+37
377
$650K 0.01%
1,774
-93
378
$645K 0.01%
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379
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5,167
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380
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9,362
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381
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+10,375
382
$615K 0.01%
20,019
383
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7,253
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384
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2,696
-31
385
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3,976
386
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4,854
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388
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7,165
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389
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2,500
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390
$581K 0.01%
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391
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394
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3,880
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396
$559K 0.01%
3,185
-307
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$556K 0.01%
5,027
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398
$554K 0.01%
2,749
-2,405
399
$551K 0.01%
8,954
-3,193
400
$542K 0.01%
17,875
-9,950
14 15
16
17 18