20. RWA Wealth Partners

Rank: 20
Location: Newton, MA
Website: www.rwawealth.com

ALL ETF Holdings

$15,423,271,608

Total AUM

$4,771,289,133

Total ETF Assets

19,495

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $897,409,808
  2. VTV: $773,751,775
  3. VEA: $536,764,475
  4. VGIT: $507,782,474
  5. MUB: $297,536,645
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. Government Bonds
  5. National Munis
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Roundhill
  4. Fidelity
  5. DWS


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.rwawealth.com 2024 Top 50 ETF Power Users