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
76
$6.21M 0.14%
29,232
+3,301
77
$5.88M 0.13%
21,523
+307
78
$5.32M 0.12%
45,228
+3,372
79
$5.24M 0.11%
+193,203
80
$5.24M 0.11%
38,170
+33,307
81
$5.23M 0.11%
154,288
-10,295
82
$5.21M 0.11%
192,559
-13,049
83
$5.06M 0.11%
18,840
+1,266
84
$4.96M 0.11%
10,823
+94
85
$4.88M 0.11%
82,120
-782
86
$4.79M 0.1%
38,662
+1,009
87
$4.52M 0.1%
40,917
+3,742
88
$4.3M 0.09%
20,022
+15,912
89
$4.16M 0.09%
21,152
+19,252
90
$4.06M 0.09%
45,011
-146
91
$4.01M 0.09%
167,500
-1,626
92
$3.96M 0.09%
37,369
+1,169
93
$3.93M 0.09%
89,950
+824
94
$3.89M 0.08%
109,364
+12,344
95
$3.83M 0.08%
59,487
+867
96
$3.64M 0.08%
38,545
-1,348
97
$3.61M 0.08%
51,735
-3,387
98
$3.59M 0.08%
+84,500
99
$3.54M 0.08%
50,621
-4,196
100
$3.47M 0.08%
63,271
-189
2 3
4
5 6