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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.48M 0.03%
20,453
+10,723
152
$1.47M 0.03%
16,481
+6,975
153
$1.4M 0.03%
23,822
-1,500
154
$1.4M 0.03%
6,361
+3,013
155
$1.38M 0.03%
7,718
-67,184
156
$1.38M 0.03%
+36,845
157
$1.37M 0.03%
+34,277
158
$1.37M 0.03%
85,828
+62,194
159
$1.34M 0.03%
3,022
+181
160
$1.29M 0.03%
+21,583
161
$1.18M 0.03%
12,218
+1,150
162
$1.17M 0.03%
+43,100
163
$1.14M 0.03%
+274,950
164
$1.1M 0.02%
12,476
+3,518
165
$1.07M 0.02%
3,897
-181
166
$1.06M 0.02%
+27,130
167
$1.05M 0.02%
2,667
-318
168
$1.05M 0.02%
7,120
-1,000
169
$1.01M 0.02%
+86,225
170
$1M 0.02%
3,938
+3,000
171
$984K 0.02%
23,270
+12,470
172
$960K 0.02%
5,383
+792
173
$928K 0.02%
4,110
-12,790
174
$914K 0.02%
57,322
-86,736
175
$912K 0.02%
6,871
+1,520
5 6
7
8 9