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MAWCM
Mine & Arao Wealth Creation & Management’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Mine & Arao Wealth Creation & Management’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-324
Closed
-$30.5K
–
298
2024
Q1
$30.5K
Buy
324
+1
+0.3%
+$93
0.02%
166
2023
Q4
$30.8K
Sell
323
-30
-8%
-$2.58K
0.02%
165
2023
Q3
$29.3K
Buy
353
+2
+0.6%
+$180
0.02%
166
2023
Q2
$31.8K
Buy
351
+1
+0.3%
+$88
0.02%
163
2023
Q1
$31.1K
Buy
350
+1
+0.3%
+$91
0.02%
167
2022
Q4
$30.4K
Buy
349
+2
+0.6%
+$175
0.02%
160
2022
Q3
$29K
Sell
347
-28
-7%
-$2.73K
0.02%
157
2022
Q2
$36K
Buy
375
+1
+0.3%
+$106
0.03%
149
2022
Q1
$44K
Hold
374
–
–
0.03%
152
2021
Q4
$46K
Buy
374
+117
+46%
+$13.5K
0.03%
151
2021
Q3
$27K
Buy
257
+1
+0.4%
+$110
0.02%
189
2021
Q2
$27K
Buy
256
+1
+0.4%
+$102
0.02%
181
2021
Q1
$24K
Buy
255
+2
+0.8%
+$181
0.02%
176
2020
Q4
$22K
Buy
253
+2
+0.8%
+$167
0.02%
171
2020
Q3
$20K
Buy
251
+2
+0.8%
+$159
0.02%
164
2020
Q2
$19K
Buy
249
+2
+0.8%
+$153
0.02%
155
2020
Q1
$18K
Buy
247
+1
+0.4%
+$95
0.02%
150
2019
Q4
$25K
Buy
+246
New
+$25.5K
0.02%
156
Other funds holding RWR
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Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
MSA
Mason Street Advisors
Milwaukee, Wisconsin
$1.02B AUM
8.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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