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
76
$372K 0.11%
4,326
+175
77
$362K 0.11%
874
-31
78
$345K 0.1%
7,069
79
$343K 0.1%
1,000
80
$324K 0.09%
2,350
81
$320K 0.09%
2,272
+140
82
$318K 0.09%
832
83
$308K 0.09%
1,987
-973
84
$307K 0.09%
1,827
85
$304K 0.09%
14,633
+3,748
86
$304K 0.09%
2,364
87
$304K 0.09%
2,356
88
$302K 0.09%
1,126
+95
89
$302K 0.09%
4,928
+9
90
$301K 0.09%
3,455
91
$293K 0.09%
4,875
92
$288K 0.08%
3,656
93
$287K 0.08%
5,130
94
$277K 0.08%
5,336
-103
95
$273K 0.08%
2,370
96
$273K 0.08%
+1,571
97
$266K 0.08%
958
98
$266K 0.08%
+4,511
99
$265K 0.08%
1,025
+25
100
$260K 0.08%
5,421
1 2 3
4
5