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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26M 0.03%
3,035
+13
177
$1.26M 0.03%
19,441
+12,246
178
$1.22M 0.03%
11,119
+8,529
179
$1.22M 0.03%
13,057
+839
180
$1.2M 0.03%
27,700
+4,430
181
$1.18M 0.03%
35,045
-1,800
182
$1.14M 0.02%
43,100
183
$1.1M 0.02%
19,518
-4,304
184
$1.1M 0.02%
37,203
+28,336
185
$1.09M 0.02%
4,102
+205
186
$1.09M 0.02%
6,829
+4,051
187
$1.08M 0.02%
21,701
+118
188
$1.08M 0.02%
10,013
+2,913
189
$1.06M 0.02%
87,475
+1,250
190
$1.05M 0.02%
12,476
191
$1.02M 0.02%
7,246
+2,180
192
$1.01M 0.02%
23,880
-3,250
193
$991K 0.02%
39,978
+31,438
194
$988K 0.02%
13,399
-111,658
195
$972K 0.02%
3,938
196
$970K 0.02%
5,655
+272
197
$957K 0.02%
11,194
+2,102
198
$954K 0.02%
254,950
-20,000
199
$928K 0.02%
7,209
+338
200
$928K 0.02%
19,500
+11,281
6 7
8
9 10