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
126
$6.63M 0.09%
85,851
-6,808
127
$6.52M 0.09%
60,901
+4,251
128
$6.34M 0.08%
8,057
-1,367
129
$6.3M 0.08%
28,884
+532
130
$6.29M 0.08%
242,804
+7,239
131
$6.03M 0.08%
34,670
-7,402
132
$5.98M 0.08%
25,823
+208
133
$5.91M 0.08%
95,192
+6,582
134
$5.63M 0.07%
49,969
+29,535
135
$5.55M 0.07%
100,503
+333
136
$5.43M 0.07%
24,068
-58,964
137
$5.39M 0.07%
142,711
-2,976
138
$5.33M 0.07%
+121,974
139
$5.31M 0.07%
35,010
+40
140
$5.16M 0.07%
11,411
+379
141
$5.11M 0.07%
21,152
142
$4.97M 0.07%
37,085
-952
143
$4.97M 0.07%
141,607
+9,975
144
$4.92M 0.06%
50,711
+17,378
145
$4.88M 0.06%
64,494
-1,701
146
$4.88M 0.06%
41,539
+4,606
147
$4.72M 0.06%
10,691
+40
148
$4.7M 0.06%
+82,171
149
$4.69M 0.06%
+81,814
150
$4.68M 0.06%
25,731
-1
4 5
6
7 8