RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.8B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$50.5M
3
+$23M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$21.7M
5
AXP icon
American Express
AXP
+$18.7M

Top Sells

1
+$12.1M
2
+$10.9M
3
+$8.88M
4
LDOS icon
Leidos
LDOS
+$8.06M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$7.82M

Sector Composition

1 Technology 10.89%
2 Financials 5.25%
3 Healthcare 4.23%
4 Industrials 3.32%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$546K 0.01%
4,934
+1,989
427
$545K 0.01%
1,175
428
$543K 0.01%
10,000
429
$532K 0.01%
1,782
430
$531K 0.01%
13,777
431
$531K 0.01%
+9,303
432
$522K 0.01%
10,718
+37
433
$519K 0.01%
7,413
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434
$519K 0.01%
684
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435
$517K 0.01%
9,049
436
$516K 0.01%
1,905
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437
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12,011
-10,000
438
$515K 0.01%
3,628
439
$514K 0.01%
5,406
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440
$507K 0.01%
5,052
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441
$506K 0.01%
3,428
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442
$501K 0.01%
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443
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8,204
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444
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1,903
-46
445
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3,895
446
$489K 0.01%
3,008
-112
447
$486K 0.01%
+13,820
448
$481K 0.01%
14,010
+10
449
$480K 0.01%
37,500
450
$479K 0.01%
6,374
+165
16 17
18
19 20