RAFFA WEALTH MANAGEMENT, LLC

Q1 2018 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2018
Date filed
7/27/2026
Form type
13F-HR
Num holdings
709
Total value ($000)
$273,754
Net value change ($000)
+15,662 (6.1%)
New positions
468
Sold out positions
16
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 32,432 36.5%
IGHG 1,536 135.7%
IEFA 1,418 50.2%
IWY 1,243 122.0%
IEMG 1,237 144.8%
MDY 1,187 97.7%
VEA 999 2.7%
IWV 913 16.3%
EFAV 763 28.9%
BKLN 544 NEW
Top Reduces (Value $000, Stocks/ETFs)
GVI -22,357 -81.2%
MTUM -1,135 -100.0%
DES -988 -100.0%
AIVL -987 -100.0%
IWD -944 -95.4%
DWAS -780 -100.0%
BSV -658 -56.3%
XLG -406 -100.0%
VWO -382 -2.5%
SPY -307 -12.6%
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