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
101
$997K 0.12%
17,438
-5,569
102
$996K 0.12%
22,266
-3,038
103
$972K 0.12%
42,590
+11,689
104
$933K 0.11%
15,415
+10,965
105
$931K 0.11%
34,000
106
$909K 0.11%
6,726
+3,984
107
$895K 0.11%
35,685
+961
108
$882K 0.11%
+8,072
109
$862K 0.11%
2,914
+798
110
$840K 0.1%
+29,273
111
$831K 0.1%
+33,425
112
$826K 0.1%
7,154
+8
113
$823K 0.1%
+14,850
114
$755K 0.09%
+4,335
115
$741K 0.09%
8,093
116
$733K 0.09%
8,775
117
$723K 0.09%
4,318
-17
118
$715K 0.09%
14,146
-3,904
119
$709K 0.09%
6,354
+2,355
120
$704K 0.09%
11,563
-7,115
121
$670K 0.08%
20,468
122
$667K 0.08%
19,262
-2,069
123
$644K 0.08%
12,424
-89
124
$634K 0.08%
7,106
-136
125
$625K 0.08%
5,707
3 4
5
6 7