RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings534 positions
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 2.6M | $897.4M | 12.1% | $35.24 | +60.94% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 4.8M | $773.8M | 10.4% | $129.09 | +19.53% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 10.7M | $536.8M | 7.2% | $38.27 | +22.17% | 21 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 8.7M | $507.8M | 6.8% | $52.07 | +2.63% | 7 qtrssince 2022-Q3 | Increased 62 |
STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | 13M | $377.1M | 5.1% | $24.16 | +6.40% | 3 qtrssince 2023-Q3 | Increased 62 |
ISHARES NATIONAL MUNI BOND ETF | 2.8M | $297.5M | 4.0% | $98.76 | +1.03% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES MBS ETF | 2.3M | $210.6M | 2.8% | $80.07 | +4.46% | 4 qtrssince 2023-Q2 | Increased 53 |
VANGUARD TAX-EXEMPT BOND ETF | 3.2M | $160.1M | 2.2% | $44.60 | +4.81% | 21 qtrssince 2019-Q1 | Increased 54 |
Microsoft Corp. | 378,755 | $159.4M | 2.1% | $289.21 | +42.69% | 21 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 820,500 | $140.7M | 1.9% | $148.47 | +14.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 209,029 | $109.9M | 1.5% | $405.80 | +25.55% | 21 qtrssince 2019-Q1 | Increased 52 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 2.6M | $109.8M | 1.5% | $35.86 | +9.44% | 7 qtrssince 2022-Q3 | Increased 50 |
JPMorgan Chase & Co. | 412,427 | $82.6M | 1.1% | $138.52 | +37.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 296,649 | $77.3M | 1.0% | $194.00 | +32.66% | 21 qtrssince 2019-Q1 | Increased 48 |
VANGUARD U.S. VALUE FACTOR ETF | 614,512 | $73.3M | 1.0% | $82.73 | +36.95% | 8 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | 367,971 | $70.6M | 1.0% | $148.75 | +22.63% | 7 qtrssince 2022-Q3 | Increased 43 |
iShares Trust RUS 1000 GRW ETF | 183,147 | $61.7M | 0.8% | $75.50 | +10.46% | 21 qtrssince 2019-Q1 | Increased 48 |
AbbVie Inc. | 307,011 | $55.9M | 0.8% | $125.28 | +33.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 787,242 | $50.3M | 0.7% | $55.21 | +7.73% | 21 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 93,020 | $48.7M | 0.7% | $327.18 | +55.29% | 21 qtrssince 2019-Q1 | Increased 44 |
RWA WEALTH PARTNERS, LLC manages $7.4B across 534 positions as of Q1 2024. Top holdings: VUG (12.1%), VTV (10.4%), VEA (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 38 new positions, 20 exits, 162 increased. Top move: VTV (INCREASED, conviction 63). Portfolio: $7.4B across 534 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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