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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.6M 0.34%
246,099
+4,703
52
$25.4M 0.33%
112,194
+793
53
$22.8M 0.3%
359,918
+5,987
54
$22.8M 0.3%
51,980
-261
55
$22.7M 0.3%
225,644
-2,210
56
$21.9M 0.29%
560,485
-7,085
57
$21.1M 0.28%
286,604
-10,635
58
$20.7M 0.27%
113,263
-14,057
59
$19.7M 0.26%
87,632
-1,332
60
$19.6M 0.26%
125,534
+2,224
61
$19.5M 0.26%
24,786
-247
62
$19.5M 0.26%
284,140
+4,569
63
$19.3M 0.25%
41,302
-207
64
$19.1M 0.25%
186,997
+69
65
$18.9M 0.25%
331,900
-1,837
66
$18.8M 0.25%
85,421
+33,804
67
$18.3M 0.24%
129,536
-56,744
68
$18M 0.24%
185,526
-2,836
69
$17.9M 0.24%
159,442
+18,242
70
$17.9M 0.24%
335,353
+8,920
71
$17.6M 0.23%
234,166
-19,694
72
$17.4M 0.23%
136,680
-2,690
73
$17.2M 0.23%
35,942
+27,596
74
$17M 0.22%
+909,317
75
$16.7M 0.22%
55,832
-26,744
1 2
3
4 5