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
$7.93B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$118M
3
+$81.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17M

Top Sells

1
+$223M
2
+$179M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$91.9M
5
AAPL icon
Apple
AAPL
+$24.8M

Sector Composition

1 Technology 7.84%
2 Financials 4.9%
3 Healthcare 4.79%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$303K ﹤0.01%
1,437
-368
477
$300K ﹤0.01%
2,724
-2,302
478
$299K ﹤0.01%
651
-55
479
$295K ﹤0.01%
+4,006
480
$294K ﹤0.01%
2,470
-281
481
$294K ﹤0.01%
5,921
-1,955
482
$293K ﹤0.01%
3,942
483
$291K ﹤0.01%
3,541
+51
484
$290K ﹤0.01%
40
485
$289K ﹤0.01%
2,803
-33
486
$287K ﹤0.01%
3,749
-222
487
$287K ﹤0.01%
2,945
-1,999
488
$287K ﹤0.01%
3,538
-15
489
$281K ﹤0.01%
705
+10
490
$281K ﹤0.01%
3,805
491
$280K ﹤0.01%
6,833
492
$275K ﹤0.01%
4,258
-48
493
$273K ﹤0.01%
8,031
-562
494
$271K ﹤0.01%
4,303
495
$271K ﹤0.01%
1,617
+20
496
$268K ﹤0.01%
2,028
-74
497
$265K ﹤0.01%
5,261
-2,764
498
$263K ﹤0.01%
2,412
-254
499
$259K ﹤0.01%
2,898
-452
500
$259K ﹤0.01%
1,315
18 19
20
21 22