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
126
$623K 0.08%
+17,534
127
$621K 0.08%
1,427
+32
128
$619K 0.08%
11,986
-577
129
$609K 0.07%
8,277
-1,155
130
$602K 0.07%
6,011
-11,559
131
$600K 0.07%
15,479
132
$596K 0.07%
9,922
-2,762
133
$593K 0.07%
+3,610
134
$587K 0.07%
4,627
-387
135
$575K 0.07%
11,919
-11,707
136
$574K 0.07%
4,401
-1,475
137
$571K 0.07%
1,760
-9
138
$569K 0.07%
7,914
139
$551K 0.07%
+4,890
140
$541K 0.07%
5,922
+12
141
$533K 0.07%
3,724
142
$527K 0.06%
13,200
+144
143
$525K 0.06%
1,781
+99
144
$511K 0.06%
1,388
+51
145
$496K 0.06%
1,751
+93
146
$488K 0.06%
2,020
-575
147
$476K 0.06%
6,970
-1,667
148
$474K 0.06%
5,562
+62
149
$473K 0.06%
7,830
+41
150
$465K 0.06%
4,315
4 5
6
7 8