RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings229 positions
ISHARES TR | 225,715 | $64.2M | 7.3% | $253.31 | 0.00% | 1 qtr | First report 0 |
| 638,603 | $50.8M | 5.8% | — | — | — | First report 0 | |
ISHARES TR | 475,451 | $36.8M | 4.2% | $69.17 | 0.00% | 1 qtr | First report 0 |
PIMCO ETF TR | 318,862 | $31.9M | 3.7% | $67.53 | 0.00% | 1 qtr | First report 0 |
FIDELITY COVINGTON TRUST | 703,861 | $31.3M | 3.6% | $40.26 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 289,949 | $25.2M | 2.9% | $65.88 | 0.00% | 1 qtr | First report 0 |
VANGUARD SPECIALIZED FUNDS | 219,902 | $24.1M | 2.8% | $95.59 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF TR | 80,125 | $22.6M | 2.6% | $253.19 | 0.00% | 1 qtr | First report 0 |
VANGUARD ADMIRAL FDS INC | 157,213 | $21.3M | 2.4% | $63.76 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 391,444 | $19M | 2.2% | $43.56 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 83,335 | $15.8M | 1.8% | $33.90 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 81,020 | $15.4M | 1.8% | $45.22 | 0.00% | 1 qtr | First report 0 |
VANGUARD ADMIRAL FDS INC | 97,664 | $15M | 1.7% | $71.10 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 245,620 | $14.9M | 1.7% | $48.94 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 132,364 | $14.4M | 1.7% | $87.90 | 0.00% | 1 qtr | First report 0 |
VANGUARD MUN BD FDS | 263,301 | $13.7M | 1.6% | $43.14 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 122,674 | $13.2M | 1.5% | $91.06 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 104,996 | $12.5M | 1.4% | $90.80 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 98,905 | $11.7M | 1.3% | $110.12 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 134,356 | $11.6M | 1.3% | $57.90 | 0.00% | 1 qtr | First report 0 |
RWA WEALTH PARTNERS, LLC manages $874.9M across 229 positions as of Q1 2019. Top holdings: IVV (7.3%), VANGUARD BD INDEX FDS (5.8%), EFG (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
First quarter we have for this fund: 229 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $875M across 229 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR