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
426
$333K ﹤0.01%
+3,895
427
$332K ﹤0.01%
3,283
428
$328K ﹤0.01%
+1,995
429
$325K ﹤0.01%
+10,365
430
$325K ﹤0.01%
+10,086
431
$319K ﹤0.01%
+3,423
432
$317K ﹤0.01%
+8,103
433
$316K ﹤0.01%
2,390
-36,272
434
$313K ﹤0.01%
7,100
435
$310K ﹤0.01%
+18,370
436
$308K ﹤0.01%
4,974
-43
437
$307K ﹤0.01%
+5,604
438
$305K ﹤0.01%
+1,605
439
$302K ﹤0.01%
+2,443
440
$297K ﹤0.01%
+4,350
441
$292K ﹤0.01%
+3,474
442
$292K ﹤0.01%
+709
443
$292K ﹤0.01%
+10,680
444
$290K ﹤0.01%
+1,435
445
$289K ﹤0.01%
13,936
+1,353
446
$289K ﹤0.01%
+9,200
447
$288K ﹤0.01%
+8,538
448
$284K ﹤0.01%
+3,000
449
$284K ﹤0.01%
3,500
450
$282K ﹤0.01%
+2,581
16 17
18
19 20