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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
JCIJohnson Ctls Intl Plc
Recent Activity
Exited
0%
$12.788M
192,391 shares@ $66.47 avg price
IGIBIshares Tr
Recent Activity
Exited
0%
$11.247M
219,420 shares@ $51.26 avg price
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$6.85M
79,132 shares@ $86.58 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$6.676M
21,694 shares@ $307.76 avg price
WDCWestern Digital Corp.
Recent Activity
Exited
0%
$4.686M
61,840 shares@ $75.78 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$1.956M
34,258 shares@ $57.09 avg price
OWLBlue Owl Capital Inc
Recent Activity
Exited
0%
$1.301M
73,311 shares@ $17.75 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$708,332
3,056 shares@ $231.79 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$423,622
4,648 shares@ $91.15 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$362,900
3,056 shares@ $118.75 avg price