RWP

RWA Wealth Partners Portfolio holdings

AUM $9.14B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.8B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$50.5M
3
+$23M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$21.7M
5
AXP icon
American Express
AXP
+$18.7M

Top Sells

1
+$12.1M
2
+$10.9M
3
+$8.88M
4
LDOS icon
Leidos
LDOS
+$8.06M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$7.82M

Sector Composition

1 Technology 10.89%
2 Financials 5.25%
3 Healthcare 4.23%
4 Industrials 3.32%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$261K ﹤0.01%
+5,491
552
$260K ﹤0.01%
2,065
+5
553
$258K ﹤0.01%
10,250
554
$256K ﹤0.01%
2,802
555
$255K ﹤0.01%
2,100
556
$254K ﹤0.01%
7,334
557
$252K ﹤0.01%
205
558
$252K ﹤0.01%
8,500
559
$251K ﹤0.01%
1,271
+28
560
$251K ﹤0.01%
815
+4
561
$250K ﹤0.01%
5,049
-44
562
$250K ﹤0.01%
8,014
563
$248K ﹤0.01%
3,186
+581
564
$247K ﹤0.01%
+1,150
565
$244K ﹤0.01%
7,588
+65
566
$243K ﹤0.01%
21,550
567
$243K ﹤0.01%
4,350
-200
568
$239K ﹤0.01%
2,732
569
$239K ﹤0.01%
567
+3
570
$238K ﹤0.01%
4,164
571
$237K ﹤0.01%
2,357
-2,471
572
$237K ﹤0.01%
+5,696
573
$236K ﹤0.01%
4,020
574
$230K ﹤0.01%
718
575
$228K ﹤0.01%
+4,991
21 22
23
24 25