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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.04%
+66,296
152
$1.62M 0.04%
50,567
+33,717
153
$1.62M 0.04%
103,700
-3,533
154
$1.62M 0.04%
21,698
-6,738
155
$1.61M 0.04%
+76,664
156
$1.6M 0.03%
32,177
-1,177
157
$1.59M 0.03%
19,472
+16,484
158
$1.57M 0.03%
6,692
-420
159
$1.56M 0.03%
21,925
160
$1.56M 0.03%
48,147
-3,065
161
$1.53M 0.03%
8,755
+7,636
162
$1.5M 0.03%
21,721
+1,268
163
$1.49M 0.03%
16,349
+98
164
$1.48M 0.03%
+6,735
165
$1.47M 0.03%
10,972
-960
166
$1.46M 0.03%
10,568
+7,337
167
$1.44M 0.03%
+40,350
168
$1.41M 0.03%
24,174
-559
169
$1.41M 0.03%
6,756
+395
170
$1.39M 0.03%
92,584
+6,756
171
$1.36M 0.03%
16,803
+322
172
$1.31M 0.03%
35,203
+926
173
$1.28M 0.03%
3,244
+577
174
$1.28M 0.03%
+2,636
175
$1.28M 0.03%
2,510
+1,265
5 6
7
8 9