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
$7.01B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$94.3M
3
+$85.1M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$74.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$72M

Top Sells

1
+$225M
2
+$13.5M
3
+$7.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.43M
5
AWK icon
American Water Works
AWK
+$4.79M

Sector Composition

1 Technology 8.2%
2 Healthcare 5.05%
3 Financials 3.9%
4 Consumer Discretionary 3.48%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$242K ﹤0.01%
6,740
+319
477
$241K ﹤0.01%
+4,197
478
$240K ﹤0.01%
+10,000
479
$239K ﹤0.01%
828
480
$239K ﹤0.01%
+1,779
481
$238K ﹤0.01%
2,844
+243
482
$238K ﹤0.01%
+3,120
483
$237K ﹤0.01%
4,285
-250
484
$236K ﹤0.01%
+2,418
485
$232K ﹤0.01%
+907
486
$231K ﹤0.01%
2,422
487
$230K ﹤0.01%
+1,370
488
$227K ﹤0.01%
+1,521
489
$227K ﹤0.01%
+2,530
490
$227K ﹤0.01%
+1,303
491
$225K ﹤0.01%
+5,604
492
$223K ﹤0.01%
+3,087
493
$222K ﹤0.01%
+3,339
494
$221K ﹤0.01%
+3,277
495
$220K ﹤0.01%
+2,211
496
$220K ﹤0.01%
+427
497
$219K ﹤0.01%
+1,140
498
$219K ﹤0.01%
4,175
-1,017
499
$217K ﹤0.01%
+981
500
$213K ﹤0.01%
+10,578
18 19
20
21 22