RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings230 positions
iShares Core S&P 500 ETF | 200,186 | $75.1M | 6.7% | $277.55 | +24.91% | 8 qtrssince 2019-Q1 | Decreased 0 |
Fidelity Total Bond ETF | 1.1M | $61.3M | 5.4% | $42.35 | +3.67% | 5 qtrssince 2019-Q4 | Increased 60 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 426,887 | $60.3M | 5.3% | $95.67 | +32.93% | 8 qtrssince 2019-Q1 | Increased 58 |
VANGUARD MUN BD FDS | 997,072 | $55M | 4.9% | $45.36 | +4.72% | 8 qtrssince 2019-Q1 | Increased 55 |
Vanguard Total Bond Market ETF | 612,364 | $54M | 4.8% | $73.43 | +0.77% | 2 qtrssince 2020-Q3 | Increased 57 |
FIDELITY COVINGTON TRUST | 789,644 | $45.6M | 4.0% | $41.55 | +29.17% | 8 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 423,981 | $42.8M | 3.8% | $70.85 | +31.56% | 8 qtrssince 2019-Q1 | Increased 55 |
Apple Inc | 237,856 | $31.6M | 2.8% | $47.10 | +173.51% | 8 qtrssince 2019-Q1 | Increased 50 |
iShares iBoxx $ High Yield Corporate Bond ETF | 286,780 | $25M | 2.2% | $61.56 | +4.19% | 8 qtrssince 2019-Q1 | Increased 65 |
SPDR S&P 500 ETF Trust | 63,171 | $23.6M | 2.1% | $253.19 | +36.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 99,929 | $22.2M | 2.0% | $114.58 | +85.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Mid-Cap Growth ETF | 93,920 | $19.9M | 1.8% | $141.54 | +44.38% | 8 qtrssince 2019-Q1 | Increased 46 |
VANECK ETF TRUST | 584,578 | $18.8M | 1.7% | $24.49 | 0.00% | 1 qtr | New 65 |
VANGUARD INDEX FDS | 68,730 | $18.4M | 1.6% | $156.41 | +65.91% | 8 qtrssince 2019-Q1 | Decreased 0 |
Invesco Fundamental High Yield Corporate Bond ETF | 900,817 | $17.5M | 1.6% | $14.99 | +2.79% | 2 qtrssince 2020-Q3 | Increased 72 |
Xtrackers USD High Yield Corpo | 349,035 | $17.5M | 1.6% | $29.09 | +3.01% | 2 qtrssince 2020-Q3 | Increased 72 |
FIRST TR EXCHANGE-TRADED FD | 355,647 | $17.3M | 1.5% | $34.61 | +2.46% | 2 qtrssince 2020-Q3 | Increased 72 |
VANGUARD ADMIRAL FDS INC | 76,214 | $15M | 1.3% | $72.49 | +27.99% | 8 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 57,294 | $14.5M | 1.3% | $29.87 | +37.01% | 8 qtrssince 2019-Q1 | Increased 57 |
FIDELITY COVINGTON TRUST | 134,107 | $14M | 1.2% | $57.22 | +75.87% | 8 qtrssince 2019-Q1 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $1.1B across 230 positions as of Q4 2020. Top holdings: IVV (6.7%), FBND (5.4%), VIG (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 30 new positions, 12 exits, 84 increased. Top move: PHB (INCREASED, conviction 72). Portfolio: $1.1B across 230 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