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
$889M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.81M
3
+$6.68M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$5.88M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.84M

Top Sells

1
+$8.2M
2
+$8.02M
3
+$7.04M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$5.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.23M

Sector Composition

1 Financials 6.34%
2 Technology 5.98%
3 Healthcare 5.33%
4 Industrials 3.07%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.03%
758
+6
202
$262K 0.03%
1,187
+155
203
$261K 0.03%
5,946
+66
204
$253K 0.03%
2,412
+136
205
$253K 0.03%
+2,095
206
$251K 0.03%
4,961
-112
207
$250K 0.03%
1,620
-828
208
$249K 0.03%
5,800
-1,199
209
$241K 0.03%
11,609
210
$241K 0.03%
2,154
211
$238K 0.03%
+1,507
212
$238K 0.03%
2,418
+102
213
$238K 0.03%
4,015
-118,698
214
$236K 0.03%
+1,346
215
$236K 0.03%
2,790
216
$232K 0.03%
1,337
217
$225K 0.03%
2,735
218
$221K 0.02%
689
+16
219
$220K 0.02%
2,409
+115
220
$217K 0.02%
+2,333
221
$215K 0.02%
+6,715
222
$215K 0.02%
4,886
+58
223
$213K 0.02%
6,000
224
$210K 0.02%
6,375
-5,994
225
$208K 0.02%
+1,268
7 8
9
10 11