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
451
$313K ﹤0.01%
3,600
452
$311K ﹤0.01%
1,600
-505
453
$311K ﹤0.01%
+2,300
454
$310K ﹤0.01%
6,676
-65
455
$309K ﹤0.01%
2,537
+507
456
$308K ﹤0.01%
1,408
457
$304K ﹤0.01%
1,544
-974
458
$304K ﹤0.01%
40
459
$302K ﹤0.01%
1,999
+7
460
$302K ﹤0.01%
+6,230
461
$301K ﹤0.01%
9,259
462
$301K ﹤0.01%
1,921
463
$299K ﹤0.01%
12,583
464
$299K ﹤0.01%
8,538
465
$296K ﹤0.01%
3,600
466
$289K ﹤0.01%
7,654
-205
467
$279K ﹤0.01%
3,761
-30
468
$279K ﹤0.01%
2,689
469
$276K ﹤0.01%
633
-2,599
470
$274K ﹤0.01%
2,149
+100
471
$273K ﹤0.01%
1,341
472
$272K ﹤0.01%
13,706
473
$271K ﹤0.01%
+6,833
474
$271K ﹤0.01%
5,108
-281
475
$270K ﹤0.01%
4,154
-9
17 18
19
20 21