StockDriftsStockDriftsTop 50 Rwa Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.51% | 2.20M | $960.2M | -1.89%(-42.33K) | $37.51(+135.94%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.25% | 14.61M | $936.4M | -4.90%(-752.91K) | $43.93(+60.63%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.39% | 8.65M | $858.3M | +8.27%(+660.38K) | $98.57(+0.07%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.37% | 3.43M | $673.1M | -6.52%(-239.28K) | $134.97(+54.86%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.27% | 5.10M | $298.6M | +34.18%(+1.30M) | $58.10(+0.26%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.71% | 2.33M | $247.5M | -1.49%(-35.38K) | $106.67(-0.01%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.67% | 4.52M | $244.2M | +7.97%(+333.53K) | $42.74(+40.30%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.32% | 4.25M | $212.1M | +5.88%(+236.12K) | $50.04(+0.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.19% | 792.0K | $199.9M | -1.49%(-11.96K) | $152.40(+95.68%) | 2026-03-31 | |
| CNEQ | THE ALGER ETF TRUST | 1.71% | 5.03M | $156.4M | +36275.41%(+5.01M) | $32.75(+21.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.34% | +45.59% |
| Top 20 Holdings Unweighted | +14.50% | +50.11% |
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