Wealth Enhancement Advisory Services
RWX icon

Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Sell
9,142
-1,784
-16% -$49.2K ﹤0.01% 3388
2026
Q1 		$295K Sell
10,926
-12,571
-54% -$361K ﹤0.01% 2798
2025
Q4 		$664K Buy
23,497
+5
+0% +$139 ﹤0.01% 2263
2025
Q3 		$647K Buy
23,492
+1,285
+6% +$35.3K ﹤0.01% 2153
2025
Q2 		$609K Buy
22,207
+1,023
+5% +$26.7K ﹤0.01% 2079
2025
Q1 		$519K Sell
21,184
-2,212
-9% -$52.9K ﹤0.01% 2044
2024
Q4 		$539K Buy
23,396
+849
+4% +$21.1K ﹤0.01% 1940
2024
Q3 		$622K Buy
22,547
+231
+1% +$6.06K ﹤0.01% 1667
2024
Q2 		$536K Sell
22,316
-1,107
-5% -$27.8K ﹤0.01% 1606
2024
Q1 		$611K Sell
23,423
-2,214
-9% -$56.8K ﹤0.01% 1468
2023
Q4 		$700K Sell
25,637
-3,043
-11% -$75K ﹤0.01% 1321
2023
Q3 		$682K Buy
+28,680
New +$722K ﹤0.01% 1264
2021
Q4 		– Sell
-279,560
Closed -$10.2M – 331
2021
Q3 		$10.2M Sell
279,560
-30,667
-10% -$1.15M 0.15% 72
2021
Q2 		$11.6M Buy
310,227
+35,354
+13% +$1.3M 0.19% 62
2021
Q1 		$9.63M Buy
+274,873
New +$9.39M 0.17% 65

Other funds holding RWX

ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return