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
426
$375K ﹤0.01%
9,741
-569
427
$374K ﹤0.01%
4,803
-119
428
$368K ﹤0.01%
3,895
429
$367K ﹤0.01%
8,318
430
$365K ﹤0.01%
222
431
$363K ﹤0.01%
3,056
432
$354K ﹤0.01%
14,875
433
$349K ﹤0.01%
3,283
434
$345K ﹤0.01%
4,500
-73
435
$341K ﹤0.01%
7,100
436
$340K ﹤0.01%
3,539
437
$339K ﹤0.01%
4,570
438
$337K ﹤0.01%
2,488
+35
439
$336K ﹤0.01%
1,315
440
$335K ﹤0.01%
3,085
-12
441
$332K ﹤0.01%
7,697
442
$330K ﹤0.01%
7,484
443
$328K ﹤0.01%
856
-66
444
$328K ﹤0.01%
10,499
+93
445
$327K ﹤0.01%
633
+7
446
$324K ﹤0.01%
10,993
+270
447
$324K ﹤0.01%
4,390
448
$319K ﹤0.01%
1,655
+50
449
$316K ﹤0.01%
18,370
450
$314K ﹤0.01%
9,331
-114
16 17
18
19 20