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
$4.59B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$159M
3
+$18M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.2M

Top Sells

1
+$272M
2
+$153M
3
+$8.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$6.13M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.63M

Sector Composition

1 Technology 4.04%
2 Healthcare 2.79%
3 Consumer Staples 1.93%
4 Financials 1.84%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$913K 0.02%
5,569
+855
202
$902K 0.02%
25,900
-51,110
203
$873K 0.02%
28,143
+8,937
204
$872K 0.02%
5,760
+236
205
$862K 0.02%
22,811
+5,687
206
$849K 0.02%
2,536
+746
207
$849K 0.02%
6,484
+1
208
$845K 0.02%
37,449
+6
209
$841K 0.02%
+1,429
210
$838K 0.02%
6,999
-321
211
$820K 0.02%
14,232
+3,432
212
$810K 0.02%
2,457
+7
213
$810K 0.02%
8,747
+552
214
$781K 0.02%
15,848
-139
215
$765K 0.02%
12,393
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216
$762K 0.02%
21,984
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217
$746K 0.02%
16,929
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218
$745K 0.02%
+3,028
219
$739K 0.02%
9,826
-365
220
$738K 0.02%
8,775
221
$728K 0.02%
+6,433
222
$716K 0.02%
9,895
+12
223
$708K 0.02%
6,950
224
$707K 0.02%
2,937
+128
225
$685K 0.01%
37,692
+2,240
7 8
9
10 11