Raffa Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$34.3M |
| 2 |
ProShares Investment Grade-Interest Rate Hedged
IGHG
|
+$1.57M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.54M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.45M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$22M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.14M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
+$988K |
| 4 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$987K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$946K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.2% |
| 2 | Financials | 2.11% |
| 3 | Industrials | 1.63% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Discretionary | 0.93% |
Similar funds
Raffa Wealth Management's Q1 2018 Portfolio in Review
As of Q1 2018, Raffa Wealth Management held 724 positions worth $274M, up 6.1% from $258M the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Raffa Wealth Management deployed $19.1M of net new capital in Q1 2018, opening 467 new positions and adding to 145 existing holdings. Its largest new stake was Invesco Senior Loan ETF: 23,500 shares worth $544K.
By sector, the portfolio is most concentrated in Technology at 2.2% of assets, up from 2.1% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was iShares Intermediate Government/Credit Bond ETF, an estimated $22M trimmed.
- Raffa Wealth Management's largest Q1 2018 buy was Invesco Senior Loan ETF: 23,500 shares worth $544K.
- Raffa Wealth Management added most to Vanguard Total Bond Market in Q1 2018, an estimated $34.3M increase.
- Raffa Wealth Management's biggest Q1 2018 reduction was iShares Intermediate Government/Credit Bond ETF, cutting an estimated $22M.
- Raffa Wealth Management fully exited iShares MSCI USA Momentum Factor ETF in Q1 2018, selling an estimated $1.14M.
- Raffa Wealth Management's ten largest holdings make up 79% of its $274M portfolio in Q1 2018.
- Raffa Wealth Management opened 467 new positions and closed 16 in Q1 2018.
- Raffa Wealth Management's portfolio value rose 6.1% quarter-over-quarter to $274M.
Based on Raffa Wealth Management's 13F filing for Q1 2018, filed 27 Jul 2026.