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
51
$642K 0.19%
2,963
-33
52
$639K 0.19%
3,733
+210
53
$636K 0.18%
3,291
-7,553
54
$587K 0.17%
4,060
55
$584K 0.17%
11,431
56
$579K 0.17%
14,558
+12
57
$566K 0.16%
20,988
+76
58
$560K 0.16%
1,175
+3
59
$554K 0.16%
3,190
60
$552K 0.16%
3,714
+229
61
$536K 0.16%
1,492
-150
62
$521K 0.15%
5,584
63
$513K 0.15%
1,722
+1
64
$493K 0.14%
2,215
-118
65
$493K 0.14%
17,554
+130
66
$486K 0.14%
11,868
67
$479K 0.14%
8,677
+1,700
68
$453K 0.13%
874
+1
69
$441K 0.13%
2,339
-95
70
$426K 0.12%
6,716
+232
71
$411K 0.12%
2,513
+60
72
$411K 0.12%
2,840
+480
73
$388K 0.11%
1,878
+50
74
$381K 0.11%
3,257
+76
75
$374K 0.11%
2,545
-31
1 2
3
4 5