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
401
$407K 0.01%
2,402
+27
402
$399K 0.01%
4,570
403
$396K 0.01%
2,830
404
$393K 0.01%
+2,261
405
$392K 0.01%
+5,071
406
$386K 0.01%
8,025
+2,025
407
$385K 0.01%
1,630
408
$384K 0.01%
+15,277
409
$383K 0.01%
28,499
-13,738
410
$382K 0.01%
2,760
411
$375K 0.01%
+3,085
412
$375K 0.01%
+427
413
$370K 0.01%
+11,194
414
$362K 0.01%
14,875
415
$362K 0.01%
+6,299
416
$359K 0.01%
6,430
-55
417
$357K 0.01%
+2,164
418
$352K 0.01%
+1,315
419
$349K 0.01%
+222
420
$349K 0.01%
2,124
-288
421
$345K ﹤0.01%
+2,599
422
$344K ﹤0.01%
+1,325
423
$338K ﹤0.01%
9,259
424
$335K ﹤0.01%
+10,952
425
$335K ﹤0.01%
+1,760
15 16
17
18 19