RWA
Reicon Wealth Advisors Portfolio holdings
AUM
$137M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$137M
AUM Growth
–
Holding
58
Top Buys
| 1 | +$71.2M | |
| 2 | +$29.3M | |
| 3 | +$9.31M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.21M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.79% |
| 2 | Consumer Discretionary | 0.42% |
| 3 | Communication Services | 0.17% |
| 4 | Technology | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
FT Vest US Equity Moderate Buffer ETF October
GOCT
$318M
| $92.2K | 0.07% |
+2,347
|
|
||
52
Vanguard Large-Cap ETF
VV
$45.5B
| $32.1K | 0.02% |
+102
|
|
||
53
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| $16.9K | 0.01% |
+360
|
|
||
54
Invesco FTSE RAFI US 1000 ETF
PRF
$8.78B
| $14.1K | 0.01% |
+300
|
|
||
55
iShares Core S&P Small-Cap ETF
IJR
$92.9B
| $4.33K | ﹤0.01% |
+36
|
|
||
56
iShares 7-10 Year Treasury Bond ETF
IEF
$48.4B
| $4.13K | ﹤0.01% |
+43
|
|
||
57
iShares 3-7 Year Treasury Bond ETF
IEI
$18.7B
| $3.34K | ﹤0.01% |
+28
|
|
||
58
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$265M
| $2.75K | ﹤0.01% |
+35
|
|