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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
VUGVanguard Index Fds
Recent Activity
Decreased -0.67%
12.43%
$995.411M
2.593M shares@ $383.94 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.57%
10.58%
$847.689M
4.856M shares@ $174.57 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.29%
7.17%
$574.436M
10.877M shares@ $52.82 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 1.15%
6.36%
$509.712M
8.436M shares@ $60.42 avg price
SPBOSpdr Ser Tr
Recent Activity
Increased 1.27%
5.02%
$402.022M
13.387M shares@ $30.04 avg price
MUBIshares Tr
Recent Activity
Increased 0.53%
3.79%
$303.499M
2.794M shares@ $108.63 avg price
MBBIshares Tr
Recent Activity
Decreased -3.93%
2.81%
$224.92M
2.348M shares@ $95.82 avg price
AAPLApple Inc
Recent Activity
Decreased -0.87%
2.43%
$194.323M
834,004 shares@ $233.01 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.84%
2.09%
$167.46M
3.276M shares@ $51.13 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.74%
2.07%
$165.876M
387,760 shares@ $427.78 avg price