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
526
$206K ﹤0.01%
+2,750
527
$206K ﹤0.01%
1,303
528
$205K ﹤0.01%
+1,000
529
$203K ﹤0.01%
375
530
$202K ﹤0.01%
+5,690
531
$201K ﹤0.01%
897
-149
532
$200K ﹤0.01%
3,674
533
$117K ﹤0.01%
10,000
534
$103K ﹤0.01%
62,075
535
$92K ﹤0.01%
+22,000
536
$87.4K ﹤0.01%
+26,025
537
$78.8K ﹤0.01%
21,000
538
$68.7K ﹤0.01%
+7,110
539
$61.6K ﹤0.01%
12,500
540
$45.2K ﹤0.01%
+12,550
541
$43.8K ﹤0.01%
+17,190
542
$20.5K ﹤0.01%
1,990
543
$19.7K ﹤0.01%
654
544
– –
-100,439
545
– –
-2,529
546
– –
-1,989
547
– –
-8,508
548
– –
-520,070
549
– –
-2,095
550
– –
-3,639
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