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
$1.48B
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$36.6M
3
+$31.4M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$18.7M
5
BND icon
Vanguard Total Bond Market
BND
+$18M

Top Sells

1
+$32.5M
2
+$25.3M
3
+$20.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.5M

Sector Composition

1 Technology 7.85%
2 Healthcare 4.78%
3 Financials 3.91%
4 Consumer Staples 3.79%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.03%
2,249
+166
177
$381K 0.03%
15,978
+477
178
$380K 0.03%
3,228
-130
179
$370K 0.03%
1,876
-379
180
$362K 0.02%
1,595
181
$358K 0.02%
1,593
+375
182
$343K 0.02%
1,991
183
$341K 0.02%
10,596
184
$337K 0.02%
1,419
+57
185
$336K 0.02%
2,640
-565
186
$318K 0.02%
5,400
+400
187
$309K 0.02%
746
-32
188
$304K 0.02%
1,422
189
$304K 0.02%
3,281
+491
190
$303K 0.02%
5,478
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191
$302K 0.02%
3,653
-2,516
192
$302K 0.02%
1,519
193
$298K 0.02%
2,754
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194
$296K 0.02%
1,446
195
$296K 0.02%
1,622
+1
196
$290K 0.02%
3,000
197
$287K 0.02%
2,422
198
$286K 0.02%
11,721
+200
199
$283K 0.02%
2,639
+54
200
$282K 0.02%
7,201
+1,181
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