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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 0.37%
110,117
-13,619
27
$16.5M 0.36%
322,483
+15,651
28
$15.8M 0.34%
93,235
+17,426
29
$15M 0.33%
49,722
+4,700
30
$14.6M 0.32%
33,556
+1,644
31
$14.5M 0.32%
99,205
+4,197
32
$13.8M 0.3%
134,070
+6,787
33
$13.6M 0.3%
143,108
-8,087
34
$13.2M 0.29%
153,128
-3,931
35
$12.6M 0.28%
95,885
+9,909
36
$12.6M 0.28%
84,777
+2,730
37
$12.5M 0.27%
47,569
+1,645
38
$12.4M 0.27%
129,718
+38,505
39
$12.2M 0.27%
22,784
+1,517
40
$11.9M 0.26%
76,094
+68,376
41
$11.6M 0.25%
57,038
+889
42
$11.3M 0.25%
211,584
+5,082
43
$10.5M 0.23%
182,531
+10,621
44
$10.3M 0.23%
233,378
+7,739
45
$10.2M 0.22%
29,167
+13,827
46
$9.86M 0.21%
193,848
+1,745
47
$9.68M 0.21%
221,137
-3,497,103
48
$9.6M 0.21%
107,956
+14,428
49
$9.47M 0.21%
31,549
+28,982
50
$9.36M 0.2%
14,474
+1,400
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