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
451
$280K ﹤0.01%
548
452
$280K ﹤0.01%
+40
453
$279K ﹤0.01%
+1,834
454
$277K ﹤0.01%
7,484
455
$274K ﹤0.01%
5,740
456
$273K ﹤0.01%
4,464
+74
457
$264K ﹤0.01%
+2,034
458
$263K ﹤0.01%
2,243
+13
459
$261K ﹤0.01%
+2,285
460
$260K ﹤0.01%
+18,835
461
$258K ﹤0.01%
+1,859
462
$258K ﹤0.01%
1,568
-53
463
$257K ﹤0.01%
3,791
+300
464
$257K ﹤0.01%
2,713
+24
465
$255K ﹤0.01%
+1,771
466
$255K ﹤0.01%
+3,600
467
$254K ﹤0.01%
9,375
468
$253K ﹤0.01%
+4,162
469
$253K ﹤0.01%
4,803
470
$251K ﹤0.01%
14,251
+1,830
471
$248K ﹤0.01%
+1,092
472
$246K ﹤0.01%
+1,945
473
$245K ﹤0.01%
+4,429
474
$245K ﹤0.01%
21,550
475
$242K ﹤0.01%
2,124
-209
17 18
19
20 21