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
$818M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$8.8M
3
+$7.77M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$6.55M
5
IBB icon
iShares Biotechnology ETF
IBB
+$6.14M

Top Sells

1
+$24.6M
2
+$22.5M
3
+$7.73M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.18M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$7.16M

Sector Composition

1 Technology 10.08%
2 Healthcare 6.48%
3 Financials 4.43%
4 Communication Services 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.51%
57,003
+41,703
52
$4.2M 0.51%
23,508
-2,085
53
$4.18M 0.51%
22,660
+824
54
$4.17M 0.51%
108,954
55
$4M 0.49%
40,746
+3,456
56
$3.83M 0.47%
22,673
+860
57
$3.53M 0.43%
18,857
+22
58
$3.44M 0.42%
61,043
+1,994
59
$3.38M 0.41%
9,255
+614
60
$3.08M 0.38%
57,457
-8,845
61
$3M 0.37%
31,003
+2,228
62
$2.9M 0.35%
21,583
+898
63
$2.89M 0.35%
17,241
+1,145
64
$2.89M 0.35%
194,472
-8,080
65
$2.74M 0.33%
+3,897
66
$2.64M 0.32%
67,875
+2,220
67
$2.58M 0.31%
21,792
+4,919
68
$2.57M 0.31%
36,868
+6,542
69
$2.47M 0.3%
62,959
+2,236
70
$2.41M 0.29%
20,121
+1,319
71
$2.36M 0.29%
85,390
+3,309
72
$2.31M 0.28%
32,560
+3,400
73
$2.26M 0.28%
40,650
74
$2.15M 0.26%
11,136
+144
75
$2M 0.25%
28,380
+5,980
1 2
3
4 5