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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.65M 0.06%
42,428
-182
152
$4.65M 0.06%
77,063
153
$4.62M 0.06%
149,227
-12,626
154
$4.46M 0.06%
112,168
-489
155
$4.45M 0.06%
37,661
-332
156
$4.37M 0.06%
164,558
-10,500
157
$4.34M 0.06%
19,402
+1,078
158
$4.18M 0.06%
21,131
-327
159
$4.07M 0.05%
141,344
+677
160
$4.06M 0.05%
98,445
+1,785
161
$3.92M 0.05%
26,418
+267
162
$3.87M 0.05%
293,203
163
$3.85M 0.05%
52,886
+244
164
$3.79M 0.05%
12,088
-392
165
$3.78M 0.05%
19,451
+1,089
166
$3.77M 0.05%
34,191
+1,404
167
$3.74M 0.05%
+57,260
168
$3.74M 0.05%
33,889
-2,702
169
$3.73M 0.05%
30,884
170
$3.7M 0.05%
14,488
+1,004
171
$3.69M 0.05%
23,204
-6,513
172
$3.68M 0.05%
37,022
-2,441
173
$3.62M 0.05%
168,945
-11,592
174
$3.57M 0.05%
6,431
-9,415
175
$3.57M 0.05%
12,002
+602
5 6
7
8 9