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
$4.57B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$15.1M
3
+$13.8M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10.6M

Top Sells

1
+$56.1M
2
+$12M
3
+$8.86M
4
PANW icon
Palo Alto Networks
PANW
+$8.49M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.85M

Sector Composition

1 Technology 3.38%
2 Healthcare 2.38%
3 Consumer Staples 1.88%
4 Financials 1.7%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$642K 0.01%
14,047
-3,132
202
$638K 0.01%
5,856
-740
203
$625K 0.01%
19,206
+4,250
204
$624K 0.01%
+8,323
205
$623K 0.01%
10,800
+1,948
206
$623K 0.01%
4,863
-33,289
207
$617K 0.01%
2,809
+445
208
$616K 0.01%
7,502
+1,890
209
$615K 0.01%
1,790
+1,053
210
$609K 0.01%
1,245
-554
211
$599K 0.01%
+6,509
212
$589K 0.01%
+23,600
213
$586K 0.01%
9,218
214
$585K 0.01%
+7,016
215
$582K 0.01%
+8,900
216
$579K 0.01%
+3,079
217
$576K 0.01%
1,560
-4,129
218
$575K 0.01%
+41,094
219
$566K 0.01%
2,262
+756
220
$562K 0.01%
+16,850
221
$561K 0.01%
1,385
-115
222
$557K 0.01%
+41,498
223
$543K 0.01%
+4,729
224
$542K 0.01%
3,433
-18
225
$536K 0.01%
6,088
+1,520
7 8
9
10 11