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
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.84M 0.04%
89,868
+352
202
$2.78M 0.04%
66,927
-90
203
$2.74M 0.04%
11,999
+72
204
$2.72M 0.04%
7,982
+363
205
$2.65M 0.03%
3,609
206
$2.62M 0.03%
18,990
-714
207
$2.53M 0.03%
56,403
-21,091
208
$2.52M 0.03%
43,050
-278
209
$2.52M 0.03%
13,210
-230
210
$2.52M 0.03%
5,166
211
$2.48M 0.03%
38,677
-1,673
212
$2.48M 0.03%
4,403
+81
213
$2.44M 0.03%
10,299
-179
214
$2.42M 0.03%
20,414
+390
215
$2.42M 0.03%
61,493
+2,846
216
$2.4M 0.03%
4,486
-835
217
$2.35M 0.03%
112,029
-5,100
218
$2.34M 0.03%
44,056
219
$2.32M 0.03%
9,031
-10,637
220
$2.31M 0.03%
+17,850
221
$2.3M 0.03%
20,806
+51
222
$2.26M 0.03%
12,920
+1,120
223
$2.26M 0.03%
46,541
+127
224
$2.24M 0.03%
58,224
+3,138
225
$2.19M 0.03%
48,132
-2,605
7 8
9
10 11