RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
1-Year Return
13.31%
This Quarter Return
+1.6%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$896M
AUM Growth
+$119M
(+15%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
12.91%
Top 10 Holdings %
Top 10 Hldgs %
36.86%
Holding
873
New
271
Increased
230
Reduced
124
Closed
53
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16.8M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$10.9M |
| 3 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$8.57M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$6.78M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$4.62M |
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Financials | 5.89% |
| 3 | Healthcare | 3.82% |
| 4 | Industrials | 3.06% |
| 5 | Consumer Discretionary | 2.71% |
