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
$1.13B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$8.9M
3
+$8.88M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.83M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.94M

Top Sells

1
+$11.4M
2
+$6.69M
3
+$6.11M
4
SCJ icon
iShares MSCI Japan Small-Cap ETF
SCJ
+$5.85M
5
XTN icon
State Street SPDR S&P Transportation ETF
XTN
+$5.76M

Sector Composition

1 Technology 9.86%
2 Healthcare 4.89%
3 Financials 4.22%
4 Industrials 3.41%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$594K 0.05%
7,031
-520
152
$588K 0.05%
8,572
-10
153
$572K 0.05%
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156
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2,308
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158
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169
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$386K 0.03%
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$384K 0.03%
6,995
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174
$383K 0.03%
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175
$382K 0.03%
11,676
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7
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