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
$818M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$8.8M
3
+$7.77M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$6.55M
5
IBB icon
iShares Biotechnology ETF
IBB
+$6.14M

Top Sells

1
+$24.6M
2
+$22.5M
3
+$7.73M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.18M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$7.16M

Sector Composition

1 Technology 10.08%
2 Healthcare 6.48%
3 Financials 4.43%
4 Communication Services 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.04%
+1,965
177
$285K 0.03%
7,602
+672
178
$283K 0.03%
10,209
179
$282K 0.03%
26,158
180
$279K 0.03%
+3,625
181
$278K 0.03%
+1,077
182
$278K 0.03%
+11,600
183
$272K 0.03%
1,371
184
$264K 0.03%
+2,316
185
$259K 0.03%
+1,300
186
$255K 0.03%
1,793
-73
187
$255K 0.03%
9,978
+79
188
$250K 0.03%
7,344
+1,347
189
$248K 0.03%
+1,422
190
$246K 0.03%
13,565
191
$245K 0.03%
39,246
192
$239K 0.03%
2,929
-276,113
193
$234K 0.03%
2,807
194
$232K 0.03%
+2,700
195
$231K 0.03%
+5,497
196
$230K 0.03%
+2,202
197
$228K 0.03%
5,109
-114
198
$226K 0.03%
2,329
+53
199
$224K 0.03%
1,380
200
$224K 0.03%
4,355
-3,350
6 7
8
9 10