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  Name: RWM Asset Management LLC
  City: TAVARES
  State: FL
  Zip: 32778
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $557,972,000
  Total Value Change : $25,610,000
  Securities Held Change : -2
   
All Securities Held : 157
  New Positions : 10
  Closed Positions : 13
  Increased Positions : 27
  Unchanged Positions : 38
  Decreased Positions : 82

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 167 Closed $61.75 $0 0 0% -505,000 -9,107 0    Closed - End Fund - Debt
   (WFHY)1 Year Chart         WFHY Wisdomtree Us High Yield Co... 160 Closed $0.00 $0 0 0% -203,000 -4,513 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 166 Closed $166.85 $0 0 0% -243,000 -1,633 0    Cleaning Products
   (XLE)1 Year Chart         XLE SPDR Energy Sector 158 Closed $93.83 $0 0 0% -209,000 -2,475 0    Closed - End Fund - E...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 165 Closed $50.96 $0 0 0% -227,000 -4,452 0    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 157 Closed $50.18 $0 0 0% -535,000 -10,508 0.992    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 164 Closed $39.15 $0 0 0% -307,000 -8,457 0    Closed - End Fund - Debt
   (CION)1 Year Chart         CION Cion Investment Corp 170 Closed $12.11 $0 0 0% -157,000 -14,257 0    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 163 Closed $456.98 $0 0 0% -453,000 -1,078 0    Business Services
   (NKE)1 Year Chart         NKE Nike Inc B 169 Closed $90.94 $0 0 0% -203,000 -1,984 0    Textile - Apparel Foo...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 162 Closed $100.52 $0 0 0% -207,000 -2,080 0    Closed - End Fund - E...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 168 Closed $74.81 $0 0 0% -443,000 -6,363 0    Closed - End Fund - Debt
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 161 Closed $286.17 $0 0 0% -450,000 -1,746 0    Closed - End Fund - E...
      13 Records Found
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