RWA
Redhawk Wealth Advisors Portfolio holdings
AUM
$797M
This Quarter Return
-2.7%
1 Year Return
+19.78%
3 Year Return
+95.11%
5 Year Return
+169.08%
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(-3.8%)
Cap. Flow
+$5.23M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
43.75%
Holding
277
New
53
Increased
76
Reduced
60
Closed
74
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$20.4M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$18.6M |
| 3 |
VanEck IG Floating Rate ETF
FLTR
|
$18.2M |
| 4 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$12.4M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$12.1M |
Top Sells
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$27.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$19.8M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.2M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$10.3M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$7.94M |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Consumer Discretionary | 3.97% |
| 3 | Healthcare | 2.53% |
| 4 | Consumer Staples | 1.88% |
| 5 | Financials | 1.77% |
