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
76
$5.22M 0.11%
21,216
+16,632
77
$5.2M 0.11%
10,729
-160
78
$5.14M 0.11%
82,902
+6,409
79
$4.9M 0.11%
37,175
+1,497
80
$4.63M 0.1%
54,229
-21,567
81
$4.5M 0.1%
22,391
-549
82
$4.49M 0.1%
41,856
+20,706
83
$4.31M 0.09%
36,200
+30,532
84
$4.22M 0.09%
45,157
+915
85
$4.17M 0.09%
+169,126
86
$4.11M 0.09%
89,126
-824
87
$4.02M 0.09%
+54,817
88
$4M 0.09%
99,376
-3,990
89
$3.96M 0.09%
58,620
+1,896
90
$3.95M 0.09%
39,893
-1,471
91
$3.9M 0.09%
17,574
+13,936
92
$3.81M 0.08%
55,122
+51,691
93
$3.6M 0.08%
+63,460
94
$3.54M 0.08%
32,068
-1,563
95
$3.44M 0.08%
93,892
+67,706
96
$3.42M 0.07%
31,589
+29,390
97
$3.4M 0.07%
+30,994
98
$3.39M 0.07%
46,455
+115
99
$3.39M 0.07%
26,000
-15,049
100
$3.34M 0.07%
+72,211
2 3
4
5 6