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
76
$373K 0.14%
5,236
77
$371K 0.14%
11,868
78
$368K 0.14%
+4,599
79
$362K 0.13%
7,149
-9,242
80
$354K 0.13%
3,270
-228
81
$350K 0.13%
2,275
82
$348K 0.13%
2,513
83
$337K 0.12%
+3,325
84
$336K 0.12%
1,878
85
$330K 0.12%
8,325
+2,050
86
$320K 0.12%
775
-40
87
$312K 0.11%
+6,355
88
$311K 0.11%
12,914
89
$299K 0.11%
1,000
90
$299K 0.11%
+4,894
91
$295K 0.11%
5,627
+8
92
$287K 0.11%
6,794
+281
93
$286K 0.1%
5,130
94
$282K 0.1%
2,364
95
$273K 0.1%
6,409
-232
96
$272K 0.1%
5,352
+9
97
$271K 0.1%
1,099
98
$271K 0.1%
2,376
+20
99
$268K 0.1%
6,694
-90
100
$265K 0.1%
1,827
2 3
4
5 6