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
$4.02B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$606M
2
+$580M
3
+$414M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$356M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$284M

Top Sells

1
+$145M
2
+$106M
3
+$50.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$43.1M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$34.3M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.96%
3 Consumer Staples 1.71%
4 Financials 1.59%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$755K 0.02%
11,036
+1,000
152
$738K 0.02%
9,252
-22,357
153
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5,281
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154
$673K 0.02%
9,730
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155
$657K 0.02%
5,500
156
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1,500
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157
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15,526
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159
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160
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161
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163
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164
$558K 0.01%
1,805
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165
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166
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169
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170
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41,879
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171
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172
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5,668
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1,925
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174
$476K 0.01%
18,655
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175
$474K 0.01%
2,223
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