Sheets Smith Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sheets Smith Wealth Management’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
2023 Q4	–	Sell	-1,024	Closed	-$84.9K	–	461
2023 Q3	$84.9K	Buy	+1,024	New	+$92K	0.01%	363
2015 Q1	–	Sell	-8,099	Closed	-$736K	–	255
2014 Q4	$736K	Buy	8,099 +782	+11%	+$68.5K	0.19%	151
2014 Q3	$584K	Sell	7,317 -561	-7%	-$46.9K	0.16%	163
2014 Q2	$654K	Sell	7,878 -822	-9%	-$67K	0.18%	166
2014 Q1	$679K	Buy	8,700 +2,975	+52%	+$225K	0.19%	145
2013 Q4	$408K	Buy	5,725 +1,124	+24%	+$82.6K	0.11%	192
2013 Q3	$336K	Buy	4,601 +445	+11%	+$33.4K	0.11%	192
2013 Q2	$316K	Buy	+4,156	New	+$333K	0.11%	194

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return