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
51
$631K 0.23%
2,195
52
$610K 0.22%
2,386
53
$594K 0.22%
3,348
-47
54
$588K 0.22%
9,371
+43
55
$583K 0.21%
2,963
56
$567K 0.21%
22,354
-1,874
57
$552K 0.2%
2,523
-38
58
$552K 0.2%
22,432
-7,834
59
$531K 0.19%
8,208
60
$530K 0.19%
16,410
+82
61
$522K 0.19%
6,091
+256
62
$516K 0.19%
4,740
+1,900
63
$510K 0.19%
4,660
+600
64
$502K 0.18%
10,262
+204
65
$495K 0.18%
3,190
66
$493K 0.18%
+16,593
67
$485K 0.18%
1,278
+102
68
$476K 0.17%
17,903
+4,316
69
$464K 0.17%
1,472
-40
70
$457K 0.17%
19,090
-1,618
71
$433K 0.16%
5,584
72
$426K 0.16%
2,515
-100
73
$416K 0.15%
4,326
74
$397K 0.15%
2,462
+193
75
$392K 0.14%
1,723
+1
1 2
3
4 5