RAFFA WEALTH MANAGEMENT, LLC

Q4 2017 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2017
Date filed
7/27/2026
Form type
13F-HR
Num holdings
257
Total value ($000)
$258,092
Net value change ($000)
+12,546 (5.1%)
New positions
9
Sold out positions
30
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BIV 5,145 NEW
BND 3,261 3.8%
VEA 2,088 6.0%
AIVL 987 NEW
IEMG 854 NEW
VWO 853 5.9%
IWV 825 17.3%
IWO 747 NEW
VTI 518 6.4%
BSV 472 67.7%
Top Reduces (Value $000, Stocks/ETFs)
IWF -1,252 -95.8%
MDY -1,102 -47.6%
XMLV -670 -99.0%
FV -654 -100.0%
EEM -610 -50.9%
CYRX -526 -17.0%
QQEW -518 -100.0%
XLI -331 -99.4%
EFAV -256 -8.8%
ALNY -210 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type