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
$889M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.81M
3
+$6.68M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$5.88M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.84M

Top Sells

1
+$8.2M
2
+$8.02M
3
+$7.04M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$5.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.23M

Sector Composition

1 Financials 6.34%
2 Technology 5.98%
3 Healthcare 5.33%
4 Industrials 3.07%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.49%
29,945
+16,646
52
$4.36M 0.49%
69,757
-2,031
53
$4.23M 0.48%
18,797
-180
54
$4.07M 0.46%
90,781
-994
55
$4.06M 0.46%
38,605
+81
56
$4.03M 0.45%
56,279
-10,513
57
$4.03M 0.45%
65,759
+521
58
$3.98M 0.45%
80,042
+438
59
$3.97M 0.45%
34,188
-26,996
60
$3.93M 0.44%
28,130
+62
61
$3.91M 0.44%
36,897
-47,308
62
$3.72M 0.42%
40,444
+659
63
$3.65M 0.41%
24,569
-148
64
$3.65M 0.41%
51,693
-1,160
65
$3.62M 0.41%
48,241
-13,867
66
$3.58M 0.4%
18,071
-6,204
67
$3.58M 0.4%
65,273
+242
68
$3.57M 0.4%
26,628
+29
69
$3.55M 0.4%
24,335
-96
70
$3.54M 0.4%
46,451
-16,531
71
$3.53M 0.4%
76,459
-32,207
72
$3.51M 0.39%
21,800
-267
73
$3.44M 0.39%
+104,022
74
$3.42M 0.38%
+109,600
75
$3.4M 0.38%
111,569
+904
1 2
3
4 5