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
451
$475K 0.01%
21,575
+75
452
$474K 0.01%
9,247
+98
453
$468K 0.01%
6,640
+1,640
454
$462K 0.01%
5,491
+41
455
$458K 0.01%
9,540
456
$458K 0.01%
9,556
457
$455K 0.01%
4,646
-92
458
$451K 0.01%
4,580
+1,495
459
$449K 0.01%
19,910
460
$447K 0.01%
26,283
+67
461
$445K 0.01%
9,628
+241
462
$445K 0.01%
8,266
463
$444K 0.01%
13,198
-4,394
464
$442K 0.01%
5,237
+13
465
$442K 0.01%
20,000
466
$437K 0.01%
4,608
+40
467
$435K ﹤0.01%
330
468
$433K ﹤0.01%
5,394
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469
$430K ﹤0.01%
9,920
-1,400
470
$429K ﹤0.01%
3,730
-1,189
471
$429K ﹤0.01%
9,514
472
$425K ﹤0.01%
8,788
+20
473
$424K ﹤0.01%
+1,700
474
$417K ﹤0.01%
685
475
$414K ﹤0.01%
10,026
+26
17 18
19
20 21