RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings243 positions
Vanguard Total Bond Market ETF | 2.2M | $160.4M | 11.3% | $69.56 | -10.77% | 9 qtrssince 2020-Q3 | Increased 59 |
VANGUARD WELLINGTON FD | 1.7M | $149M | 10.5% | $82.73 | -4.22% | 2 qtrssince 2022-Q2 | Increased 60 |
VANGUARD MUN BD FDS | 2.3M | $108.6M | 7.6% | $45.07 | -5.39% | 15 qtrssince 2019-Q1 | Increased 60 |
Fidelity Total Bond ETF | 1.3M | $57.3M | 4.0% | $41.23 | -9.36% | 12 qtrssince 2019-Q4 | Increased 56 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 390,809 | $52.8M | 3.7% | $103.85 | +20.99% | 15 qtrssince 2019-Q1 | Increased 56 |
FIDELITY COVINGTON TRUST | 714,956 | $41.2M | 2.9% | $44.27 | +22.99% | 15 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 555,511 | $40.3M | 2.8% | $76.79 | -10.62% | 15 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 390,508 | $40.1M | 2.8% | $93.32 | -2.06% | 15 qtrssince 2019-Q1 | Increased 80 |
Apple Inc | 269,063 | $37.2M | 2.6% | $60.66 | +123.46% | 15 qtrssince 2019-Q1 | Increased 52 |
Microsoft Corp | 132,273 | $30.8M | 2.2% | $150.33 | +49.93% | 15 qtrssince 2019-Q1 | Increased 51 |
iShares Core S&P 500 ETF | 85,606 | $30.7M | 2.2% | $342.94 | -0.99% | 15 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 61,107 | $21.8M | 1.5% | $255.16 | +32.91% | 15 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 91,611 | $19.6M | 1.4% | $36.61 | -4.66% | 15 qtrssince 2019-Q1 | Increased 55 |
Vanguard Value ETF | 154,275 | $19.1M | 1.3% | $114.35 | -1.68% | 15 qtrssince 2019-Q1 | Increased 72 |
Vanguard Mid-Cap Growth ETF | 96,456 | $16.5M | 1.2% | $147.73 | +12.22% | 15 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 555,697 | $15.6M | 1.1% | $26.81 | 0.00% | 1 qtr | New 64 |
JPMorgan Chase & Co | 141,743 | $14.8M | 1.0% | $96.86 | -2.08% | 15 qtrssince 2019-Q1 | Increased 46 |
Costco Wholesale Corp | 30,714 | $14.5M | 1.0% | $326.45 | +37.99% | 15 qtrssince 2019-Q1 | Increased 46 |
Anthem Inc | 30,340 | $13.8M | 1.0% | $286.74 | +48.85% | 15 qtrssince 2019-Q1 | Increased 40 |
Johnson & Johnson | 82,970 | $13.6M | 1.0% | $123.90 | +17.69% | 15 qtrssince 2019-Q1 | Increased 40 |
RWA WEALTH PARTNERS, LLC manages $1.4B across 243 positions as of Q3 2022. Top holdings: BND (11.3%), VFVA (10.5%), VTEB (7.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 17 new positions, 14 exits, 126 increased. Top move: MUB (INCREASED, conviction 80). Portfolio: $1.4B across 243 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
Verify source filings on SEC EDGAR