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
401
$536K 0.01%
28,835
402
$525K 0.01%
10,025
-4,100
403
$522K 0.01%
2,059
-1,601
404
$510K 0.01%
5,965
-66
405
$499K 0.01%
2,291
-56
406
$495K 0.01%
+7,198
407
$493K 0.01%
4,043
-282
408
$491K 0.01%
6,706
-120
409
$485K 0.01%
2,817
-150
410
$484K 0.01%
9,519
+1,630
411
$481K 0.01%
6,096
-136,483
412
$470K 0.01%
4,931
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413
$467K 0.01%
6,172
-4
414
$460K 0.01%
9,043
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415
$459K 0.01%
1,925
-19,238
416
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19,910
417
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418
$456K 0.01%
330
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419
$451K 0.01%
9,049
420
$448K 0.01%
9,540
421
$447K 0.01%
713
-21
422
$445K 0.01%
3,632
423
$442K 0.01%
4,386
-4,893
424
$440K 0.01%
3,895
425
$437K 0.01%
6,142
15 16
17
18 19