CWM
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Centric Wealth Management’s Residential REIT ETF HAUS Stock Holding History

Centric Wealth Management’s Portfolio HAUS Stock Details HAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$563K Sell
32,380
-305
-0.9% -$5.3K 0.13% 113
2025
Q1 		$638K Buy
32,685
+2,032
+7% +$39.7K 0.17% 99
2024
Q4 		$575K Buy
30,653
+2,494
+9% +$46.8K 0.16% 102
2024
Q3 		$541K Buy
+28,159
New +$541K 0.14% 108