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
101
$3.27M 0.07%
+149,540
102
$3.24M 0.07%
97,020
+65,357
103
$3.06M 0.07%
178,722
+13,168
104
$2.97M 0.07%
+170,079
105
$2.94M 0.06%
48,767
+32,084
106
$2.93M 0.06%
+63,587
107
$2.85M 0.06%
+77,010
108
$2.82M 0.06%
12,511
+5,077
109
$2.8M 0.06%
13,256
+10,909
110
$2.73M 0.06%
11,007
+9,195
111
$2.62M 0.06%
+23,550
112
$2.58M 0.06%
6,335
+2,280
113
$2.56M 0.06%
+33,275
114
$2.56M 0.06%
28,294
+25,371
115
$2.43M 0.05%
+78,520
116
$2.43M 0.05%
+28,030
117
$2.34M 0.05%
9,568
+1,037
118
$2.34M 0.05%
104,655
+75,501
119
$2.33M 0.05%
+65,580
120
$2.26M 0.05%
4,723
+3,863
121
$2.25M 0.05%
24,513
-2,579
122
$2.25M 0.05%
12,909
+1,645
123
$2.24M 0.05%
14,630
-440
124
$2.23M 0.05%
28,436
-2,637
125
$2.21M 0.05%
17,384
-1,273
3 4
5
6 7