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
$7.01B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$94.3M
3
+$85.1M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$74.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$72M

Top Sells

1
+$225M
2
+$13.5M
3
+$7.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.43M
5
AWK icon
American Water Works
AWK
+$4.79M

Sector Composition

1 Technology 8.2%
2 Healthcare 5.05%
3 Financials 3.9%
4 Consumer Discretionary 3.48%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.63M 0.08%
9,436
+6,926
127
$5.47M 0.08%
86,262
+4,142
128
$5.46M 0.08%
+151,925
129
$5.34M 0.08%
70,815
+49,094
130
$5.28M 0.08%
19,141
-881
131
$5.28M 0.08%
193,203
132
$5.2M 0.07%
38,170
133
$5.16M 0.07%
44,017
+37,584
134
$5.15M 0.07%
+37,733
135
$5.05M 0.07%
63,952
+12,217
136
$4.85M 0.07%
+69,884
137
$4.77M 0.07%
21,152
138
$4.72M 0.07%
+37,556
139
$4.64M 0.07%
17,649
+15,369
140
$4.63M 0.07%
24,689
+11,367
141
$4.6M 0.07%
39,980
+7,896
142
$4.57M 0.07%
10,719
+7,475
143
$4.47M 0.06%
43,028
+40,058
144
$4.44M 0.06%
+37,521
145
$4.39M 0.06%
75,790
+68,427
146
$4.3M 0.06%
173,380
+5,880
147
$4.24M 0.06%
10,982
+5,277
148
$4.21M 0.06%
42,888
-2,123
149
$4.1M 0.06%
+40,311
150
$4.04M 0.06%
37,538
-1,007
4 5
6
7 8