RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+5.69%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+6.2%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
69.57%
Holding
118
New
8
Increased
24
Reduced
39
Closed
1
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.7M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$1.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$916K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$440K |
| 5 |
ARK Innovation ETF
ARKK
|
$411K |
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Financials | 2.67% |
| 3 | Consumer Discretionary | 1.12% |
| 4 | Industrials | 1.1% |
| 5 | Communication Services | 0.93% |
