RWA WEALTH PARTNERS, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings557 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 2.5M | $1B | 12.8% | $35.31 | +92.44% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 4.9M | $831.6M | 10.2% | $132.01 | +25.25% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 11.2M | $537M | 6.6% | $39.01 | +18.45% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INTERMEDIATE-TERM T | 8.6M | $501.3M | 6.2% | $52.18 | +4.64% | 10 qtrssince 2022-Q3 | Increased 62 |
SPDR SERIES TRUST | 13.8M | $394.6M | 4.9% | $24.29 | +8.74% | 6 qtrssince 2023-Q3 | Increased 59 |
ISHARES NATIONAL MUNI BOND E | 2.8M | $296.3M | 3.7% | $98.78 | +2.55% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MBS ETF | 2.4M | $220.3M | 2.7% | $80.45 | +6.54% | 7 qtrssince 2023-Q2 | Increased 54 |
APPLE INC | 850,324 | $212.9M | 2.6% | $163.19 | +52.35% | 24 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 411,078 | $172.3M | 2.1% | $301.40 | +39.92% | 24 qtrssince 2019-Q1 | Increased 55 |
VANGUARD TAX-EXEMPT BOND ETF | 3.3M | $167.3M | 2.1% | $44.75 | +6.21% | 24 qtrssince 2019-Q1 | Increased 53 |
VANGUARD FTSE EMERGING MARKETS | 3M | $133M | 1.6% | $36.84 | +16.36% | 10 qtrssince 2022-Q3 | Increased 53 |
ISHARES CORE S&P 500 ETF | 208,539 | $122.8M | 1.5% | $421.06 | +38.57% | 24 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 437,097 | $104.8M | 1.3% | $144.56 | +61.39% | 24 qtrssince 2019-Q1 | Increased 47 |
VANGUARD SMALL-CAP GRWTH ETF | 320,680 | $89.8M | 1.1% | $201.11 | +38.66% | 24 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP VALUE ETF | 411,046 | $81.5M | 1.0% | $155.03 | +24.89% | 10 qtrssince 2022-Q3 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 108,795 | $63.8M | 0.8% | $362.93 | +60.20% | 24 qtrssince 2019-Q1 | Increased 45 |
VANGUARD WELLINGTON FD | 534,554 | $63.3M | 0.8% | $84.79 | +35.73% | 11 qtrssince 2022-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 153,507 | $61.6M | 0.8% | $79.25 | +25.95% | 24 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 258,124 | $59.8M | 0.7% | $167.22 | +39.62% | 7 qtrssince 2023-Q2 | Increased 43 |
VISA INC-CLASS A SHARES | 177,730 | $56.2M | 0.7% | $223.42 | +39.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
RWA WEALTH PARTNERS, LLC manages $8.1B across 557 positions as of Q4 2024. Top holdings: VUG (12.8%), VTV (10.2%), VEA (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 44 new positions, 46 exits, 266 increased. Top move: VEA (INCREASED, conviction 63). Portfolio: $8.1B across 557 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