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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$230K ﹤0.01%
4,267
502
$230K ﹤0.01%
1,610
-80
503
$229K ﹤0.01%
11,907
+1,329
504
$228K ﹤0.01%
4,803
505
$228K ﹤0.01%
4,149
+149
506
$228K ﹤0.01%
+2,100
507
$227K ﹤0.01%
1,903
508
$227K ﹤0.01%
9,200
509
$226K ﹤0.01%
2,881
-424
510
$226K ﹤0.01%
+6,500
511
$225K ﹤0.01%
10,000
512
$225K ﹤0.01%
911
-214
513
$224K ﹤0.01%
+2,913
514
$223K ﹤0.01%
854
+25
515
$222K ﹤0.01%
3,087
516
$222K ﹤0.01%
1,500
517
$219K ﹤0.01%
40,113
518
$218K ﹤0.01%
875
519
$217K ﹤0.01%
1,497
+55
520
$216K ﹤0.01%
2,572
521
$215K ﹤0.01%
1,226
-18
522
$211K ﹤0.01%
+851
523
$209K ﹤0.01%
+4,007
524
$209K ﹤0.01%
+12,000
525
$207K ﹤0.01%
5,778
+101
19 20
21
22 23