RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings196 positions
| 711,009 | $58.4M | 8.3% | — | — | — | Increased 61 | |
VANGUARD DIVIDEND APPRECIATION ETF | 411,493 | $42.5M | 6.0% | $93.98 | -2.31% | 5 qtrssince 2019-Q1 | Increased 87 |
iShares Trust CORE S&P500 ETF | 134,287 | $34.7M | 4.9% | $260.40 | -9.55% | 5 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 700,797 | $30.1M | 4.3% | $40.36 | -2.13% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 343,095 | $29.9M | 4.2% | $66.41 | +2.87% | 5 qtrssince 2019-Q1 | Increased 58 |
ISHARES MSCI EAFE GROWTH ETF | 365,568 | $26M | 3.7% | $69.49 | -5.98% | 5 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 458,516 | $22.4M | 3.2% | $43.70 | +2.23% | 5 qtrssince 2019-Q1 | Increased 54 |
VANGUARD TAX-EXEMPT BOND ETF | 421,871 | $22.3M | 3.2% | $43.83 | +2.14% | 5 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 279,042 | $21.5M | 3.0% | $56.85 | -4.53% | 5 qtrssince 2019-Q1 | Increased 74 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 70,817 | $18.3M | 2.6% | $253.19 | -6.89% | 5 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY TOTAL BOND ETF | 339,999 | $17.6M | 2.5% | $40.31 | +0.23% | 2 qtrssince 2019-Q4 | Increased 78 |
Apple Inc. | 64,570 | $16.4M | 2.3% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 98,569 | $15.5M | 2.2% | $110.52 | +35.00% | 5 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 67,294 | $10.1M | 1.4% | $152.17 | -4.63% | 5 qtrssince 2019-Q1 | Increased 70 |
ISHARES TR | 79,639 | $9.8M | 1.4% | $91.32 | +6.64% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | 71,692 | $9.1M | 1.3% | $134.72 | -9.84% | 5 qtrssince 2019-Q1 | Increased 48 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 139,981 | $8.8M | 1.2% | $57.22 | +4.82% | 5 qtrssince 2019-Q1 | Increased 43 |
ISHARES CORE S&P MID-CAP ETF | 60,967 | $8.8M | 1.2% | $34.20 | -23.23% | 5 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 60,501 | $7.9M | 1.1% | $115.61 | -5.12% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 175,661 | $7.2M | 1.0% | $29.95 | -8.99% | 4 qtrssince 2019-Q2 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $705.6M across 196 positions as of Q1 2020. Top holdings: VANGUARD SHORT-TERM BOND ETF (8.3%), VIG (6.0%), IVV (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 12 new positions, 53 exits, 61 increased. Top move: VIG (INCREASED, conviction 87). Portfolio: $706M across 196 positions.
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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
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