RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings237 positions
VANGUARD SPECIALIZED FUNDS | 486,159 | $74.7M | 5.6% | $100.53 | +39.37% | 11 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 165,002 | $71.1M | 5.3% | $297.09 | +35.28% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MUN BD FDS | 1.2M | $66.1M | 4.9% | $45.71 | +4.28% | 11 qtrssince 2019-Q1 | Increased 56 |
VANGUARD BD INDEX FDS | 711,668 | $60.8M | 4.5% | $73.12 | -0.66% | 5 qtrssince 2020-Q3 | Increased 56 |
ISHARES TR | 497,694 | $53M | 4.0% | $74.49 | +32.56% | 11 qtrssince 2019-Q1 | Increased 55 |
FIDELITY MERRIMACK STR TR | 854,784 | $45.4M | 3.4% | $42.46 | +2.72% | 8 qtrssince 2019-Q4 | Increased 56 |
FIDELITY COVINGTON TRUST | 691,575 | $44.1M | 3.3% | $42.03 | +42.40% | 11 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 246,679 | $34.9M | 2.6% | $52.70 | +161.88% | 11 qtrssince 2019-Q1 | Increased 50 |
MICROSOFT CORP | 113,239 | $31.9M | 2.4% | $128.04 | +111.31% | 11 qtrssince 2019-Q1 | Increased 50 |
SPDR S&P 500 ETF TR | 63,179 | $27.1M | 2.0% | $254.72 | +57.58% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 292,051 | $25.6M | 1.9% | $61.76 | +6.93% | 11 qtrssince 2019-Q1 | Decreased 0 |
| 413,688 | $22.9M | 1.7% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 | |
VANGUARD INDEX FDS | 92,736 | $21.9M | 1.6% | $144.13 | +58.34% | 11 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INDEX FDS | 70,723 | $20.5M | 1.5% | $32.22 | +46.07% | 11 qtrssince 2019-Q1 | Increased 45 |
VANECK ETF TRUST | 608,791 | $20.1M | 1.5% | $24.58 | +5.61% | 4 qtrssince 2020-Q4 | Increased 48 |
VANGUARD ADMIRAL FDS INC | 87,521 | $19.7M | 1.5% | $76.76 | +38.71% | 11 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 257,092 | $19.1M | 1.4% | $61.47 | +5.80% | 11 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 65,461 | $18.3M | 1.4% | $156.41 | +74.05% | 11 qtrssince 2019-Q1 | Decreased 0 |
DBX ETF TR | 441,563 | $17.7M | 1.3% | $29.46 | +5.09% | 5 qtrssince 2020-Q3 | Increased 45 |
INVESCO EXCH TRADED FD TR II | 907,615 | $17.7M | 1.3% | $15.01 | +5.67% | 5 qtrssince 2020-Q3 | Increased 45 |
RWA WEALTH PARTNERS, LLC manages $1.3B across 237 positions as of Q3 2021. Top holdings: VIG (5.6%), IVV (5.3%), VTEB (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 10 new positions, 15 exits, 107 increased. Top move: SCZ (INCREASED, conviction 63). Portfolio: $1.3B across 237 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