RWA

Redhawk Wealth Advisors Portfolio holdings

AUM $861M
1-Year Est. Return 23.53%
This Quarter Est. Return
1 Year Est. Return
+23.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$12.3M
3 +$4.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.23M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.04M

Top Sells

1 +$9.86M
2 +$5.33M
3 +$4.07M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.15M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.25M

Sector Composition

1 Technology 9.74%
2 Healthcare 6.57%
3 Consumer Discretionary 4.65%
4 Consumer Staples 4.23%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.75M 0.74%
12,180
+1,176
27
$1.64M 0.69%
29,527
+5,984
28
$1.62M 0.69%
18,597
+2,962
29
$1.6M 0.68%
+27,798
30
$1.59M 0.67%
9,728
+115
31
$1.53M 0.65%
4,228
+54
32
$1.51M 0.64%
4,949
+92
33
$1.46M 0.62%
34,359
+5,913
34
$1.45M 0.61%
5,421
-431
35
$1.43M 0.61%
23,011
+224
36
$1.32M 0.56%
7,079
+7
37
$1.31M 0.55%
21,853
+554
38
$1.27M 0.54%
3,499
+24
39
$1.26M 0.53%
9,967
+207
40
$1.25M 0.53%
102,620
+3,180
41
$1.22M 0.52%
+4,221
42
$1.21M 0.51%
18,169
+4,075
43
$1.2M 0.51%
10,648
+192
44
$1.2M 0.51%
3,719
+156
45
$1.2M 0.51%
15,692
+3,671
46
$1.2M 0.51%
6,399
+230
47
$1.2M 0.51%
+37,898
48
$1.18M 0.5%
+5,386
49
$1.16M 0.49%
13,420
+2,816
50
$1.16M 0.49%
7,736
+1,664