RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings211 positions
iShares Core S&P 500 ETF | 162,716 | $50.4M | 6.2% | $264.43 | +7.20% | 6 qtrssince 2019-Q1 | Increased 68 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 397,004 | $46.5M | 5.7% | $93.98 | +11.31% | 6 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 728,621 | $36.3M | 4.4% | $40.58 | +13.14% | 6 qtrssince 2019-Q1 | Increased 55 |
| 414,653 | $34.5M | 4.2% | — | — | — | Decreased 0 | |
ISHARES TR | 414,615 | $34.5M | 4.2% | $70.27 | +8.31% | 6 qtrssince 2019-Q1 | Increased 60 |
Vanguard Intermediate-Term Corporate Bond ETF | 349,327 | $33.2M | 4.1% | $66.57 | +12.98% | 6 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MUN BD FDS | 565,442 | $30.6M | 3.7% | $44.40 | +3.77% | 6 qtrssince 2019-Q1 | Increased 68 |
Apple Inc | 65,930 | $24.1M | 2.9% | $46.11 | +91.34% | 6 qtrssince 2019-Q1 | Increased 50 |
SPDR S&P 500 ETF Trust | 69,761 | $21.5M | 2.6% | $253.19 | +11.88% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Intermediate-Term Treasury ETF | 292,559 | $20.6M | 2.5% | $59.38 | 0.00% | 1 qtr | New 74 |
Microsoft Corp | 100,911 | $20.5M | 2.5% | $112.44 | +71.71% | 6 qtrssince 2019-Q1 | Increased 50 |
Fidelity Total Bond ETF | 341,989 | $18.4M | 2.3% | $40.32 | +5.06% | 3 qtrssince 2019-Q4 | Increased 49 |
SPDR SER TR | 303,531 | $15.1M | 1.9% | $43.70 | +4.49% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 75,105 | $15M | 1.8% | $156.41 | +23.31% | 6 qtrssince 2019-Q1 | Increased 49 |
Vanguard Mid-Cap Growth ETF | 90,138 | $14.9M | 1.8% | $139.61 | +13.60% | 6 qtrssince 2019-Q1 | Increased 55 |
FIDELITY COVINGTON TRUST | 139,285 | $11.5M | 1.4% | $57.22 | +37.84% | 6 qtrssince 2019-Q1 | Decreased 0 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 75,157 | $10.1M | 1.2% | $91.32 | +16.99% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ADMIRAL FDS INC | 69,086 | $10.1M | 1.2% | $70.87 | -3.20% | 6 qtrssince 2019-Q1 | Increased 51 |
Johnson & Johnson | 63,397 | $8.9M | 1.1% | $115.74 | +2.35% | 6 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 64,745 | $8.9M | 1.1% | $127.02 | +5.99% | 6 qtrssince 2019-Q1 | Increased 70 |
RWA WEALTH PARTNERS, LLC manages $818M across 211 positions as of Q2 2020. Top holdings: IVV (6.2%), VIG (5.7%), FHLC (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 33 new positions, 19 exits, 92 increased. Top move: VGIT (NEW, conviction 74). Portfolio: $818M across 211 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR