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
$7.93B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$118M
3
+$81.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17M

Top Sells

1
+$223M
2
+$179M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$91.9M
5
AAPL icon
Apple
AAPL
+$24.8M

Sector Composition

1 Technology 7.84%
2 Financials 4.9%
3 Healthcare 4.79%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.75M 0.05%
122,061
+4,209
177
$3.73M 0.05%
55,104
+2,744
178
$3.66M 0.05%
36,887
-50
179
$3.65M 0.05%
129,083
-28,202
180
$3.64M 0.05%
47,376
-13,812
181
$3.61M 0.05%
59,481
+15,110
182
$3.57M 0.05%
142,718
+76,735
183
$3.54M 0.04%
61,428
-279
184
$3.53M 0.04%
145,890
-64,071
185
$3.5M 0.04%
27,775
-155
186
$3.48M 0.04%
137,197
-3,749
187
$3.46M 0.04%
56,707
-12,225
188
$3.45M 0.04%
57,389
+7,963
189
$3.41M 0.04%
31,059
-1,969
190
$3.35M 0.04%
31,335
-1,527
191
$3.32M 0.04%
14,483
-217
192
$3.24M 0.04%
28,904
-3,533
193
$3.18M 0.04%
135,718
-2,329
194
$3.14M 0.04%
142,062
-23,608
195
$3.1M 0.04%
11,704
-498
196
$3.04M 0.04%
5,155
-81
197
$3.03M 0.04%
22,922
+500
198
$3.01M 0.04%
37,374
-122
199
$3M 0.04%
9,827
+4,920
200
$2.97M 0.04%
12,185
-68,848
6 7
8
9 10