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RAFFA WEALTH MANAGEMENT, LLC Portfolio holdings

AUM $793M
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
+3.33%
1 Year Est. Return
+13.11%
3 Year Est. Return
+35.79%
5 Year Est. Return
+23.84%
10 Year Est. Return
+81.8%
AUM
$206M
AUM Growth
+$14.7M
Cap. Flow
+$8.69M
Cap. Flow %
4.23%
Top 10 Hldgs %
86.65%
Holding
896
New
14
Increased
46
Reduced
158
Closed
522

Sector Composition

Rank Sector Weight
1 Technology 2.33%
2 Financials 2.3%
3 Healthcare 1.45%
4 Consumer Discretionary 1.19%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVO
701
Novo Nordisk
NVO
$225B
-76
Closed -$1.36K
NVRI icon
702
Enviri
NVRI
$623M
-38
Closed -$517
NWE icon
703
NorthWestern Energy
NWE
$4.45B
-20
Closed -$1.14K
NWG icon
704
NatWest
NWG
$70.6B
-101
Closed -$603
NWBI icon
705
Northwest Bancshares
NWBI
$2.33B
-68
Closed -$1.23K
NWL icon
706
Newell Brands
NWL
$2.24B
-25
Closed -$1.12K
NWN icon
707
Northwest Natural Holdings
NWN
$2.18B
-19
Closed -$1.14K
NX icon
708
Quanex
NX
$893M
-27
Closed -$548
OHI icon
709
Omega Healthcare
OHI
$15.4B
-17
Closed -$531
OKE icon
710
Oneok
OKE
$55.9B
-8
Closed -$459
OMC icon
711
Omnicom Group
OMC
$24.6B
-9
Closed -$766
ONB icon
712
Old National Bancorp
ONB
$10.3B
-43
Closed -$780
OSIS icon
713
OSI Systems
OSIS
$3.64B
-7
Closed -$533
OVV icon
714
Ovintiv
OVV
$16.4B
-9
Closed -$505
OXM icon
715
Oxford Industries
OXM
$613M
-8
Closed -$481
PARA
716
DELISTED
Paramount Global Class B
PARA
-12
Closed -$763
PBA icon
717
Pembina Pipeline
PBA
$29B
-10
Closed -$313
PCG icon
718
PG&E
PCG
$39.2B
-13
Closed -$790
PEG icon
719
Public Service Enterprise Group
PEG
$39.3B
-11
Closed -$483
PFG icon
720
Principal Financial Group
PFG
$24.6B
-13
Closed -$752
PFS icon
721
Provident Financial Services
PFS
$3.15B
-37
Closed -$1.05K
PGR icon
722
Progressive
PGR
$128B
-28
Closed -$994
PHG icon
723
Philips
PHG
$24.8B
-46
Closed -$1.04K
PIPR icon
724
Piper Sandler
PIPR
$5.24B
-44
Closed -$798
PKE icon
725
Park Aerospace
PKE
$747M
-18
Closed -$336

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RAFFA WEALTH MANAGEMENT, LLC's Q1 2017 Portfolio in Review

As of Q1 2017, RAFFA WEALTH MANAGEMENT, LLC held 896 positions worth $206M, up 7.7% from $191M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

RAFFA WEALTH MANAGEMENT, LLC deployed $8.69M of net new capital in Q1 2017, opening 14 new positions and adding to 46 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 852 shares worth $46.4K.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, up from 2.3% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard FTSE All-World ex-US ETF, an estimated $4.79M trimmed.

  • RAFFA WEALTH MANAGEMENT, LLC's largest Q1 2017 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 852 shares worth $46.4K.
  • RAFFA WEALTH MANAGEMENT, LLC added most to Vanguard FTSE Developed Markets ETF in Q1 2017, an estimated $5.75M increase.
  • RAFFA WEALTH MANAGEMENT, LLC's biggest Q1 2017 reduction was Vanguard FTSE All-World ex-US ETF, cutting an estimated $4.79M.
  • RAFFA WEALTH MANAGEMENT, LLC fully exited Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2017, selling an estimated $58.6K.
  • RAFFA WEALTH MANAGEMENT, LLC's ten largest holdings make up 87% of its $206M portfolio in Q1 2017.
  • RAFFA WEALTH MANAGEMENT, LLC opened 14 new positions and closed 522 in Q1 2017.
  • RAFFA WEALTH MANAGEMENT, LLC's portfolio value rose 7.7% quarter-over-quarter to $206M.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.