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
$818M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$8.8M
3
+$7.77M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$6.55M
5
IBB icon
iShares Biotechnology ETF
IBB
+$6.14M

Top Sells

1
+$24.6M
2
+$22.5M
3
+$7.73M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.18M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$7.16M

Sector Composition

1 Technology 10.08%
2 Healthcare 6.48%
3 Financials 4.43%
4 Communication Services 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.48M 0.91%
160,392
+912
27
$7.29M 0.89%
121,352
+5,868
28
$7.08M 0.87%
131,968
+112,204
29
$6.87M 0.84%
51,948
+3,728
30
$6.62M 0.81%
67,464
+401
31
$6.55M 0.8%
+93,290
32
$6.55M 0.8%
184,255
-120,580
33
$6.53M 0.8%
69,376
-5,640
34
$6.26M 0.77%
45,380
+1,540
35
$6.22M 0.76%
200,430
+1,900
36
$6.1M 0.75%
+138,078
37
$6.07M 0.74%
155,669
+5,406
38
$6.07M 0.74%
+81,407
39
$6.04M 0.74%
100,974
+1,983
40
$6.01M 0.73%
109,042
+3,386
41
$5.99M 0.73%
+169,517
42
$5.79M 0.71%
28,897
43
$5.75M 0.7%
10,562
+333
44
$5.2M 0.64%
22,028
+1,309
45
$5.17M 0.63%
19,668
-795
46
$5.11M 0.62%
55,733
+6,124
47
$4.95M 0.61%
208,371
+14,907
48
$4.64M 0.57%
53,008
-323
49
$4.46M 0.55%
72,370
+19,469
50
$4.32M 0.53%
14,234
+434
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