RW

REDW Wealth Portfolio holdings

AUM $251M
1-Year Est. Return 11.69%
This Quarter Est. Return
1 Year Est. Return
+11.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.74M
3
+$1.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$910K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$486K

Top Sells

1
+$1.46M
2
+$1.42M
3
+$209K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$185K
5
DIS icon
Walt Disney
DIS
+$151K

Sector Composition

1 Technology 5.77%
2 Financials 2.15%
3 Consumer Discretionary 1.28%
4 Industrials 0.94%
5 Communication Services 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.43%
3,683
-181
27
$1.32M 0.38%
15,742
-86
28
$1.31M 0.38%
67,242
+64
29
$1.29M 0.37%
3,657
-126
30
$1.27M 0.37%
22,131
+75
31
$1.22M 0.35%
5,390
+228
32
$1.15M 0.34%
7,290
+665
33
$1.13M 0.33%
21,872
-26
34
$1.07M 0.31%
3,677
+79
35
$1.01M 0.29%
11,559
-9
36
$972K 0.28%
8,666
-108
37
$966K 0.28%
40,840
38
$948K 0.28%
4,291
39
$860K 0.25%
6,663
40
$856K 0.25%
17,739
-1,056
41
$837K 0.24%
3,322
+2
42
$791K 0.23%
2,590
+8
43
$771K 0.22%
9,698
+783
44
$760K 0.22%
2,195
45
$741K 0.22%
4,532
-161
46
$730K 0.21%
2,169
-182
47
$723K 0.21%
24,402
+214
48
$723K 0.21%
28,430
+1,574
49
$715K 0.21%
2,444
+60
50
$681K 0.2%
8,208
1
2
3 4 5