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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.1M 0.33%
+364,880
27
$15.1M 0.33%
63,467
+1,502
28
$15M 0.33%
157,059
-7,311
29
$14.8M 0.32%
151,195
-80,393
30
$14.7M 0.32%
127,283
+27,396
31
$14.4M 0.32%
95,008
+24,212
32
$14.2M 0.31%
31,912
-444
33
$14M 0.31%
75,809
+2,864
34
$14M 0.31%
45,022
+7,131
35
$13.7M 0.3%
45,924
+10,231
36
$12.8M 0.28%
171,910
-3,348
37
$12.7M 0.28%
97,443
+30,817
38
$11.5M 0.25%
56,149
-349
39
$11.1M 0.24%
82,047
+9,818
40
$11M 0.24%
112,628
+2,893
41
$10.8M 0.24%
206,502
+19,467
42
$10.4M 0.23%
85,976
+57,394
43
$10.1M 0.22%
91,213
+16,960
44
$9.97M 0.22%
21,267
+1,507
45
$9.76M 0.21%
+192,103
46
$9.39M 0.21%
+125,057
47
$9.38M 0.21%
225,639
-4,542
48
$9.24M 0.2%
24,257
+223
49
$9.05M 0.2%
43,617
+5,644
50
$9.04M 0.2%
13,074
+2,583
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2
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