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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.99M 0.2%
75,485
+21,779
52
$8.95M 0.2%
197,105
-2,269
53
$8.52M 0.19%
+241,226
54
$8.4M 0.18%
48,440
+10,562
55
$8.04M 0.18%
17,470
+4,032
56
$7.93M 0.17%
93,528
-11,876
57
$7.86M 0.17%
25,467
+895
58
$7.72M 0.17%
126,771
+4,791
59
$7.71M 0.17%
70,744
+2,168
60
$7.17M 0.16%
34,834
-516
61
$7.07M 0.15%
14,705
+2,971
62
$7.07M 0.15%
246,355
+26,010
63
$7.06M 0.15%
135,025
+1,110
64
$6.98M 0.15%
70,438
-3,894
65
$6.95M 0.15%
390,178
+290,550
66
$6.79M 0.15%
+78,260
67
$6.73M 0.15%
87,349
+568
68
$6.69M 0.15%
+88,487
69
$6.44M 0.14%
124,412
+67,015
70
$5.71M 0.13%
25,931
+12,229
71
$5.71M 0.12%
+205,608
72
$5.68M 0.12%
+164,583
73
$5.53M 0.12%
46,222
+10,803
74
$5.37M 0.12%
37,653
-1,067
75
$5.23M 0.11%
15,340
-9,872
1 2
3
4 5