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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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.75%
1.62%
$129.597M
2.708M shares@ $47.85 avg price
IVVIshares Tr
Recent Activity
Decreased -9.65%
1.48%
$118.483M
205,408 shares@ $576.82 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.48%
1.15%
$91.428M
433,596 shares@ $210.87 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.13%
1.01%
$80.294M
300,309 shares@ $267.37 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.65%
0.95%
$75.729M
377,173 shares@ $200.79 avg price
VFVAVanguard Wellington Fd
Recent Activity
Increased 0.48%
0.91%
$72.361M
600,306 shares@ $120.55 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4.12%
0.76%
$60.501M
306,367 shares@ $197.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.91%
0.72%
$57.493M
100,204 shares@ $573.76 avg price
NEENextera Energy Inc
Recent Activity
Decreased -9.22%
0.72%
$57.297M
677,834 shares@ $84.53 avg price
WMTWalmart Inc
Recent Activity
Increased 13.75%
0.69%
$54.95M
680,497 shares@ $80.76 avg price