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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.8M 0.13%
346,366
-25,478
102
$9.69M 0.13%
76,849
-981
103
$9.56M 0.13%
201,284
-109,896
104
$8.97M 0.12%
175,644
-8,446
105
$8.88M 0.12%
126,195
+25,920
106
$8.8M 0.12%
50,863
+418
107
$8.79M 0.12%
457,682
-8,946
108
$8.57M 0.11%
42,463
-271
109
$8.14M 0.11%
35,448
+310
110
$7.99M 0.11%
109,992
-28,085
111
$7.81M 0.1%
1,685,938
-6,007
112
$7.61M 0.1%
272,038
-14,686
113
$7.55M 0.1%
111,850
-8,070
114
$7.48M 0.1%
177,202
-1,261
115
$7.46M 0.1%
117,255
+210
116
$7.25M 0.1%
41,178
-1,889
117
$7.22M 0.1%
292,314
+4,146
118
$7.14M 0.09%
91,108
+5,794
119
$7.02M 0.09%
104,127
+7,863
120
$6.93M 0.09%
85,447
-67
121
$6.85M 0.09%
+79,132
122
$6.83M 0.09%
160,392
-9,674
123
$6.73M 0.09%
11
124
$6.72M 0.09%
185,187
-5,140
125
$6.68M 0.09%
21,694
+19,323
3 4
5
6 7