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

Top Buys

1
+$475M
2
+$117M
3
+$81.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.8M

Top Sells

1
+$220M
2
+$178M
3
+$92.8M
4
MBB icon
iShares MBS ETF
MBB
+$91.4M
5
AAPL icon
Apple
AAPL
+$25.8M

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
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588
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589
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590
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591
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592
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