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
$273M
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.62M
3
+$3.4M
4
BND icon
Vanguard Total Bond Market
BND
+$2.22M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.83M

Top Sells

1
+$37M
2
+$2.11M
3
+$1.43M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$1.23M
5
KDRN icon
Kingsbarn Tactical Bond ETF
KDRN
+$1.18M

Sector Composition

1 Technology 5.24%
2 Financials 2.49%
3 Consumer Discretionary 1.17%
4 Industrials 0.92%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.6%
34,046
-25,595
27
$1.59M 0.58%
18,999
+430
28
$1.46M 0.53%
7,407
+678
29
$1.32M 0.49%
+13,006
30
$1.22M 0.45%
3,168
31
$1.2M 0.44%
76,078
+10,944
32
$938K 0.34%
15,538
-204
33
$913K 0.33%
3,256
-130
34
$904K 0.33%
7,613
+950
35
$895K 0.33%
11,523
36
$881K 0.32%
8,666
37
$867K 0.32%
4,924
-182
38
$859K 0.32%
3,825
+12
39
$842K 0.31%
43,659
+6,569
40
$827K 0.3%
3,677
41
$822K 0.3%
15,899
-8,453
42
$818K 0.3%
27,764
+16,778
43
$806K 0.3%
25,636
+8,789
44
$788K 0.29%
21,075
-1,356
45
$771K 0.28%
6,843
+103
46
$740K 0.27%
4,291
47
$709K 0.26%
3,324
+2
48
$697K 0.26%
17,196
+1,557
49
$688K 0.25%
9,616
+4,113
50
$652K 0.24%
4,532
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2
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