RWA
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Redhawk Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Redhawk Wealth Advisors’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 		$282K Buy
2,493
+10
+0.4% +$1.09K 0.03% 347
2026
Q1 		$251K Buy
2,483
+7
+0.3% +$722 0.03% 331
2025
Q4 		$243K Sell
2,476
-7
-0.3% -$697 0.03% 328
2025
Q3 		$249K Sell
2,483
-333
-12% -$32.7K 0.03% 308
2025
Q2 		$272K Sell
2,816
-130
-4% -$12.5K 0.03% 278
2025
Q1 		$292K Sell
2,946
-58,968
-95% -$5.89M 0.04% 237
2024
Q4 		$6.12M Buy
61,914
+2,156
+4% +$224K 0.83% 28
2024
Q3 		$6.38M Buy
+59,758
New +$6.05M 0.91% 25
2023
Q3 		– Sell
-2,252
Closed -$204K – 226
2023
Q2 		$204K Buy
+2,252
New +$199K 0.06% 193
2023
Q1 		– Sell
-2,534
Closed -$221K – 204
2022
Q4 		$221K Buy
+2,534
New +$222K 0.09% 170
2022
Q3 		– Sell
-2,497
Closed -$237K – 178
2022
Q2 		$237K Sell
2,497
-559
-18% -$59.1K 0.11% 143
2022
Q1 		$359K Sell
3,056
-41,229
-93% -$4.7M 0.1% 143
2021
Q4 		$5.41M Buy
44,285
+1,236
+3% +$142K 1.38% 18
2021
Q3 		$4.54M Buy
43,049
+40,919
+1,921% +$4.48M 1.26% 20
2021
Q2 		$223K Buy
+2,130
New +$218K 0.05% 231
2019
Q3 		– Sell
-64,485
Closed -$6.37M – 369
2019
Q2 		$6.37M Buy
+64,485
New +$6.41M 2.53% 12

Other funds holding RWR

PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return