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Vincent Noe

@Rwa Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$8.015BTotal holdings559
Assets growth rate5.69%Assets growth rate (2-Q avg)3.88%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Rwa Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 559 positions.

Assets under management

The assets under management (AUM) of Rwa Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.015B in assets, with a quarterly growth rate of 5.69% and a 2-quarter average growth rate of 3.88%. The portfolio is managed by Vincent Noe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
New Position
0.17%
$12.999M
142,362 shares@ $91.31 avg price
BWXSpdr Ser Tr
Recent Activity
New Position
0.15%
$11.932M
510,777 shares@ $23.36 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.09%
$6.473M
112,331 shares@ $57.62 avg price
NEMNewmont Corp
Recent Activity
New Position
0.09%
$6.414M
120,007 shares@ $53.46 avg price
IBDVIshares Tr
Recent Activity
New Position
0.07%
$5.539M
249,834 shares@ $22.18 avg price
EFAVIshares Tr
Recent Activity
New Position
0.07%
$5.067M
66,057 shares@ $76.71 avg price
EFVIshares Tr
Recent Activity
New Position
0.07%
$5.064M
88,021 shares@ $57.53 avg price
AVBAvalonbay Cmntys Inc
Recent Activity
New Position
0.06%
$4.682M
20,784 shares@ $225.25 avg price
FRELFidelity Covington Trust
Recent Activity
New Position
0.05%
$3.236M
109,779 shares@ $29.49 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.05%
$3.208M
3,931 shares@ $816.08 avg price