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
76
$1.87M 0.23%
7
77
$1.86M 0.23%
10,859
-1,915
78
$1.86M 0.23%
71,660
-133,915
79
$1.83M 0.22%
4,518
+28
80
$1.83M 0.22%
30,966
+678
81
$1.7M 0.21%
6,883
-1,119
82
$1.67M 0.2%
19,452
83
$1.53M 0.19%
15,213
84
$1.5M 0.18%
13,017
-1,787
85
$1.43M 0.17%
24,321
+2,157
86
$1.41M 0.17%
5,040
+1,684
87
$1.4M 0.17%
29,805
88
$1.36M 0.17%
14,336
+83
89
$1.28M 0.16%
3,536
+14
90
$1.28M 0.16%
6,809
+53
91
$1.25M 0.15%
18,548
-3,576
92
$1.24M 0.15%
191,432
93
$1.19M 0.14%
32,466
+36
94
$1.16M 0.14%
66,939
95
$1.08M 0.13%
6,891
-707
96
$1.06M 0.13%
5,549
+3,618
97
$1.04M 0.13%
6,606
+347
98
$1.02M 0.13%
8,340
+2
99
$1.01M 0.12%
2,600
100
$1.01M 0.12%
29,604
-9,162
2 3
4
5 6