CWA Asset Management Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

CWA Asset Management Group’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+1,799	New	+$197K	0.01%	673
2025 Q2	–	Sell	-2,051	Closed	-$203K	–	673
2025 Q1	$203K	Buy	+2,051	New	+$205K	0.01%	581

Other funds holding RWR

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return