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
401
$468K 0.01%
10,283
+6
402
$461K 0.01%
2,374
-1,090
403
$456K 0.01%
40,825
-173
404
$452K 0.01%
9,049
-3,354
405
$439K 0.01%
9,540
-2,008
406
$438K 0.01%
8,712
+104
407
$430K 0.01%
8,554
-1,064
408
$429K 0.01%
18,904
+87
409
$424K 0.01%
2,848
+12
410
$424K 0.01%
4,648
+1,798
411
$417K 0.01%
397
412
$414K 0.01%
19,910
413
$413K 0.01%
+3,120
414
$412K 0.01%
6,434
+4
415
$411K 0.01%
28,581
+82
416
$393K 0.01%
7,738
-1,379
417
$391K 0.01%
15,277
418
$384K 0.01%
3,237
+31
419
$384K 0.01%
+3,274
420
$382K 0.01%
+27,223
421
$382K 0.01%
2,760
422
$379K 0.01%
10,876
+122
423
$379K 0.01%
2,693
424
$378K 0.01%
6,299
425
$376K 0.01%
9,469
+26
15 16
17
18 19