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
$931M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.4M
3
+$12.9M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.98M
5
FDHY icon
Fidelity High Yield Factor ETF
FDHY
+$3.61M

Top Sells

1
+$9.93M
2
+$4.47M
3
+$3.19M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.99M

Sector Composition

1 Technology 6.73%
2 Financials 5.36%
3 Healthcare 4.74%
4 Industrials 3.15%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.53M 0.49%
9,656
+3,656
52
$4.47M 0.48%
53,725
+170
53
$4.41M 0.47%
31,581
-82
54
$4.22M 0.45%
85,930
-486
55
$4.04M 0.43%
32,731
56
$3.99M 0.43%
69,901
+77
57
$3.98M 0.43%
21,581
-346
58
$3.96M 0.43%
68,191
+2,893
59
$3.87M 0.42%
18,835
60
$3.86M 0.41%
22,820
+46
61
$3.85M 0.41%
40,680
+2,240
62
$3.67M 0.39%
108,174
63
$3.67M 0.39%
21,283
-684
64
$3.61M 0.39%
+69,138
65
$3.58M 0.38%
+69,990
66
$3.36M 0.36%
18,028
-163
67
$3.3M 0.35%
50,167
-4,146
68
$3.26M 0.35%
68,895
-8,154
69
$3.23M 0.35%
18,558
+15,193
70
$3.12M 0.33%
24,511
-1,154
71
$3.09M 0.33%
65,341
-2,813
72
$3.07M 0.33%
34,406
-1,534
73
$3.06M 0.33%
35,062
-2,263
74
$3.02M 0.32%
36,011
-46
75
$2.97M 0.32%
+14,801
1 2
3
4 5