RWA
Reicon Wealth Advisors Portfolio holdings
AUM
$130M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$130M
AUM Growth
-$6.48M
(-4.7%)
Holding
77
Top Buys
| 1 | +$11.4M | |
| 2 | +$416K | |
| 3 | +$368K | |
| 4 |
McDonald's
MCD
|
+$343K |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$296K |
Top Sells
| 1 | +$12.5M | |
| 2 | +$1.31M | |
| 3 | +$1M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$480K |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$378K |
Sector Composition
| 1 | Financials | 2.96% |
| 2 | Consumer Discretionary | 0.78% |
| 3 | Technology | 0.56% |
| 4 | Industrials | 0.33% |
| 5 | Consumer Staples | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Blackstone Senior Loan ETF
SRLN
$5.26B
| – | – |
-5,169
|
|
||
77
Vanguard Large-Cap ETF
VV
$52.3B
| – | – |
-102
|
|