RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
1-Year Return
13.31%
This Quarter Return
+4.99%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$893M
AUM Growth
-$3.01M
(-0.34%)
Cap. Flow
-$40M
Cap. Flow
% of AUM
-4.48%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
825
New
5
Increased
85
Reduced
76
Closed
591
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$25.3M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$13.5M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.1M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$11.9M |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$5.96M |
Top Sells
Sector Composition
| 1 | Technology | 6.94% |
| 2 | Financials | 5.94% |
| 3 | Healthcare | 4.03% |
| 4 | Industrials | 3.05% |
| 5 | Communication Services | 2.69% |
