RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
1-Year Return
13.31%
This Quarter Return
-0.3%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$7.93B
AUM Growth
-$185M
(-2.3%)
Cap. Flow
-$80.7M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
52.21%
Holding
592
New
35
Increased
127
Reduced
317
Closed
51
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$481M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$118M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$81.7M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$24.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$17M |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$223M |
| 2 |
SPDR Portfolio Corporate Bond ETF
SPBO
|
$179M |
| 3 |
iShares MBS ETF
MBB
|
$92.6M |
| 4 |
Vanguard Value ETF
VTV
|
$91.9M |
| 5 |
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% |
