RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings238 positions
ISHARES TR | 212,199 | $84.4M | 6.8% | $282.71 | +30.39% | 9 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SPECIALIZED FUNDS | 465,262 | $68.4M | 5.5% | $98.74 | +34.66% | 9 qtrssince 2019-Q1 | Increased 63 |
VANGUARD MUN BD FDS | 1.1M | $62.2M | 5.0% | $45.58 | +3.47% | 9 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 466,752 | $46.9M | 3.8% | $72.82 | +26.74% | 9 qtrssince 2019-Q1 | Increased 59 |
FIDELITY MERRIMACK STR TR | 779,094 | $40.8M | 3.3% | $42.35 | +0.63% | 6 qtrssince 2019-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 673,351 | $39.7M | 3.2% | $41.55 | +32.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 421,748 | $35.7M | 2.9% | $73.43 | -2.90% | 3 qtrssince 2020-Q3 | Decreased 0 |
APPLE INC | 257,362 | $31.4M | 2.5% | $52.53 | +126.09% | 9 qtrssince 2019-Q1 | Increased 54 |
MICROSOFT CORP | 112,040 | $26.4M | 2.1% | $126.55 | +78.05% | 9 qtrssince 2019-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 64,022 | $25.4M | 2.0% | $254.72 | +44.59% | 9 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 287,268 | $25M | 2.0% | $61.57 | +4.79% | 9 qtrssince 2019-Q1 | Increased 49 |
| 413,842 | $22.4M | 1.8% | — | — | 4 qtrssince 2020-Q2 | Increased 72 | |
VANGUARD BD INDEX FDS | 223,762 | $19.9M | 1.6% | $73.56 | -0.05% | 2 qtrssince 2020-Q4 | Increased 72 |
VANGUARD INDEX FDS | 89,963 | $19.3M | 1.6% | $141.54 | +46.22% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ADMIRAL FDS INC | 82,698 | $18.3M | 1.5% | $74.99 | +39.14% | 9 qtrssince 2019-Q1 | Increased 48 |
VANECK ETF TRUST | 570,711 | $18.2M | 1.5% | $24.49 | -0.08% | 2 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 66,249 | $18.2M | 1.5% | $156.41 | +70.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 68,985 | $17.7M | 1.4% | $31.86 | +30.55% | 9 qtrssince 2019-Q1 | Increased 53 |
DBX ETF TR | 346,823 | $17.3M | 1.4% | $27.91 | +3.45% | 3 qtrssince 2020-Q3 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 895,441 | $17.3M | 1.4% | $14.99 | +2.86% | 3 qtrssince 2020-Q3 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $1.2B across 238 positions as of Q1 2021. Top holdings: IVV (6.8%), VIG (5.5%), VTEB (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 19 new positions, 11 exits, 100 increased. Top move: BIV (INCREASED, conviction 72). Portfolio: $1.2B across 238 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