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
126
$2.1M 0.05%
+138,585
127
$2.08M 0.05%
20,881
+15,367
128
$2.03M 0.04%
+85,990
129
$2.02M 0.04%
+117,021
130
$1.99M 0.04%
31,105
+11,167
131
$1.97M 0.04%
+7,474
132
$1.9M 0.04%
51,212
+37,256
133
$1.87M 0.04%
9,393
+7,971
134
$1.86M 0.04%
+75,475
135
$1.83M 0.04%
+86,776
136
$1.81M 0.04%
+41,825
137
$1.8M 0.04%
+107,233
138
$1.78M 0.04%
32,710
+613
139
$1.75M 0.04%
+5,438
140
$1.75M 0.04%
5,721
+3,796
141
$1.74M 0.04%
27,855
142
$1.73M 0.04%
7,112
-61
143
$1.69M 0.04%
+27,324
144
$1.68M 0.04%
8,126
+6,237
145
$1.67M 0.04%
+33,354
146
$1.65M 0.04%
+24,733
147
$1.65M 0.04%
+21,925
148
$1.63M 0.04%
+11,932
149
$1.57M 0.03%
+16,251
150
$1.48M 0.03%
9,431
-448
4 5
6
7 8