RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
This Quarter Return
+6.92%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$1.01B
(+6.5%)
Cap. Flow
+$2.2M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
38.04%
Holding
248
New
18
Increased
87
Reduced
71
Closed
11
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.3M |
| 2 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
$7.7M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$5.84M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.71M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$3.17M |
Top Sells
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Financials | 5.31% |
| 3 | Healthcare | 5.13% |
| 4 | Industrials | 3.23% |
| 5 | Communication Services | 2.88% |
