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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$897K 0.02%
6,483
-14
177
$887K 0.02%
+37,443
178
$858K 0.02%
10,857
-25,309
179
$823K 0.02%
23,054
-4,051
180
$822K 0.02%
9,092
-2,102
181
$820K 0.02%
4,714
+2,466
182
$814K 0.02%
2,450
+1,023
183
$808K 0.02%
15,987
-11,692
184
$804K 0.02%
7,100
+3,985
185
$800K 0.02%
+8,195
186
$798K 0.02%
10,191
-1,325
187
$761K 0.02%
8,775
188
$760K 0.02%
+12,873
189
$758K 0.02%
7,320
+2,739
190
$751K 0.02%
3,704
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191
$745K 0.02%
+37,051
192
$744K 0.02%
9,883
-3,134
193
$737K 0.02%
2,567
-30,861
194
$719K 0.02%
+16,086
195
$701K 0.02%
+6,950
196
$698K 0.02%
17,124
+8,774
197
$678K 0.01%
5,066
-1,163
198
$664K 0.01%
35,452
-1,184
199
$659K 0.01%
15,526
200
$644K 0.01%
5,524
+2,500
6 7
8
9 10