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
$1.48B
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$36.6M
3
+$31.4M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$18.7M
5
BND icon
Vanguard Total Bond Market
BND
+$18M

Top Sells

1
+$32.5M
2
+$25.3M
3
+$20.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.5M

Sector Composition

1 Technology 7.85%
2 Healthcare 4.78%
3 Financials 3.91%
4 Consumer Staples 3.79%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$622K 0.04%
10,209
152
$616K 0.04%
3,572
153
$589K 0.04%
5,417
+236
154
$557K 0.04%
11,768
155
$550K 0.04%
34,000
156
$545K 0.04%
9,218
157
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5,275
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158
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159
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160
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1,915
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161
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162
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163
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164
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3,362
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165
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166
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167
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169
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170
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171
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26,158
172
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3,006
-165
173
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174
$387K 0.03%
5,469
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175
$386K 0.03%
5,529
+150
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