RAFFA WEALTH MANAGEMENT, LLC

Q3 2017 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2017
Date filed
7/27/2026
Form type
13F-HR
Num holdings
278
Total value ($000)
$245,546
Net value change ($000)
+14,353 (6.2%)
New positions
13
Sold out positions
133
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2017
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 2,387 7.4%
BND 1,775 2.1%
VWO 1,712 13.3%
IWV 1,609 50.9%
CYRX 1,551 100.2%
VTI 1,189 17.3%
MTUM 957 NEW
EEM 691 136.3%
DWAS 664 NEW
IEFA 613 29.2%
Top Reduces (Value $000, Stocks/ETFs)
VGT -1,145 -97.4%
SPHD -984 -100.0%
SDOG -705 -100.0%
IWF -575 -30.6%
DEM -414 -100.0%
EMLP -380 -50.5%
MGK -274 -100.0%
BRW -120 -100.0%
PEP -90 -11.2%
XLE -88 -27.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type