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
$1.48B
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$36.6M
3
+$31.4M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$18.7M
5
BND icon
Vanguard Total Bond Market
BND
+$18M

Top Sells

1
+$32.5M
2
+$25.3M
3
+$20.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.5M

Sector Composition

1 Technology 7.85%
2 Healthcare 4.78%
3 Financials 3.91%
4 Consumer Staples 3.79%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.02%
2,216
-23
202
$276K 0.02%
4,570
203
$276K 0.02%
1,371
204
$275K 0.02%
36,722
205
$274K 0.02%
1,628
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206
$273K 0.02%
2,670
-409
207
$273K 0.02%
18,020
+1,400
208
$268K 0.02%
12,356
209
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1,697
+1
210
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1,232
-538
211
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212
$247K 0.02%
3,000
-5
213
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3,907
214
$237K 0.02%
2,807
215
$235K 0.02%
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216
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217
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218
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219
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737
220
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7,809
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221
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2,754
222
$217K 0.01%
3,950
223
$213K 0.01%
2,091
-670
224
$213K 0.01%
3,318
-24
225
$213K 0.01%
39,246
7 8
9
10 11