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
$4.17B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$16.2M
3
+$14.5M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$11.7M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$8.58M

Top Sells

1
+$9.91M
2
+$9.69M
3
+$6.6M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.6M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.72M

Sector Composition

1 Technology 3.23%
2 Healthcare 2.13%
3 Consumer Staples 1.7%
4 Financials 1.47%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$455K 0.01%
23,634
-10
177
$454K 0.01%
+4,581
178
$453K 0.01%
5,612
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179
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3,310
180
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181
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+3
182
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26,158
183
$421K 0.01%
6,983
184
$414K 0.01%
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-891
185
$414K 0.01%
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186
$409K 0.01%
3,376
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187
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3,024
188
$405K 0.01%
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189
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16,602
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190
$394K 0.01%
860
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191
$389K 0.01%
4,280
192
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193
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195
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196
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1,506
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197
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3,115
198
$362K 0.01%
5,794
199
$358K 0.01%
1,725
-1,749
200
$353K 0.01%
1,889
-15
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