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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.24M 0.2%
24,803
+546
52
$8.84M 0.19%
215,503
-149,377
53
$8.49M 0.18%
76,408
+923
54
$8.39M 0.18%
116,593
+3,965
55
$8.23M 0.18%
44,564
+947
56
$8M 0.17%
15,858
+1,153
57
$7.99M 0.17%
65,020
-32,423
58
$7.96M 0.17%
25,934
+467
59
$7.91M 0.17%
147,220
+22,808
60
$7.89M 0.17%
60,262
+14,040
61
$7.84M 0.17%
226,007
-15,219
62
$7.82M 0.17%
179,561
-17,544
63
$7.69M 0.17%
65,578
+63,928
64
$7.43M 0.16%
18,174
+704
65
$7.3M 0.16%
48,903
+463
66
$7.26M 0.16%
74,937
+4,193
67
$7.21M 0.16%
126,253
-518
68
$7.2M 0.16%
36,960
+2,126
69
$7.15M 0.16%
78,374
+7,936
70
$7M 0.15%
140,420
+5,395
71
$6.84M 0.15%
82,390
+4,130
72
$6.83M 0.15%
402,108
+11,930
73
$6.63M 0.14%
88,189
-298
74
$6.48M 0.14%
91,188
+3,839
75
$6.3M 0.14%
49,531
+23,531
1 2
3
4 5