RWP
RWA Wealth Partners Portfolio holdings
AUM
$7.99B
This Quarter Return
-2.57%
1 Year Return
+13.31%
3 Year Return
+45.1%
5 Year Return
+70.84%
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.69%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$85.3M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$1.98M |
| 3 |
GE Aerospace
GE
|
$1.29M |
| 4 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$1.22M |
| 5 |
DBV
Invesco DB G10 Currency Harvest Fund
DBV
|
$1.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.93% |
| 2 | Communication Services | 1.35% |
| 3 | Healthcare | 1.15% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Technology | 1.06% |
