RWP

RWA Wealth Partners Portfolio holdings

AUM $9.15B
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$11.8M
3
+$9.27M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.47M
5
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$7.98M

Top Sells

1
+$52.7M
2
+$26.5M
3
+$21.8M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$21.7M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$14.3M

Sector Composition

1 Technology 8.53%
2 Healthcare 5.95%
3 Financials 4.53%
4 Industrials 3.44%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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