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
151
$456K 0.06%
3,224
+365
152
$455K 0.06%
8,844
+3,424
153
$439K 0.05%
2,342
+33
154
$428K 0.05%
9,218
155
$427K 0.05%
3,377
+646
156
$406K 0.05%
8,920
+690
157
$386K 0.05%
2,356
158
$375K 0.05%
9,966
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159
$371K 0.05%
7,099
-2,419
160
$369K 0.05%
4,228
+52
161
$361K 0.04%
2,579
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162
$360K 0.04%
2,488
-146
163
$359K 0.04%
+8,572
164
$350K 0.04%
6,340
-189
165
$341K 0.04%
1,589
+61
166
$340K 0.04%
6,804
167
$325K 0.04%
4,570
168
$313K 0.04%
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169
$309K 0.04%
+1,714
170
$299K 0.04%
+3,283
171
$298K 0.04%
2,991
-2,055
172
$297K 0.04%
3,677
173
$297K 0.04%
2,436
-545
174
$293K 0.04%
4,182
+227
175
$288K 0.04%
+2,010
5 6
7
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