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
101
$3.45M 0.08%
+57,215
102
$3.41M 0.07%
32,084
+16
103
$3.36M 0.07%
32,979
+1,390
104
$3.26M 0.07%
31,229
+235
105
$3.24M 0.07%
97,598
+3,706
106
$3.13M 0.07%
45,211
-1,244
107
$3.11M 0.07%
55,549
+6,782
108
$3.08M 0.07%
148,744
-796
109
$3.05M 0.07%
11,521
+514
110
$3.01M 0.07%
14,482
+1,971
111
$2.94M 0.06%
31,986
+7,473
112
$2.89M 0.06%
177,528
-1,194
113
$2.78M 0.06%
164,721
-5,358
114
$2.74M 0.06%
16,230
+6,799
115
$2.71M 0.06%
6,895
+560
116
$2.64M 0.06%
64,149
+562
117
$2.62M 0.06%
27,127
-1,167
118
$2.61M 0.06%
11,101
+1,533
119
$2.57M 0.06%
13,422
+166
120
$2.53M 0.06%
7,068
+5,508
121
$2.47M 0.05%
32,954
-321
122
$2.41M 0.05%
139,598
+82,276
123
$2.38M 0.05%
79,016
+496
124
$2.37M 0.05%
23,550
125
$2.36M 0.05%
25,063
+4,182
3 4
5
6 7