RW

REDW Wealth Portfolio holdings

AUM $262M
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.36%
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
+$4.14M
2
+$3.82M
3
+$3.63M
4
BND icon
Vanguard Total Bond Market
BND
+$2.24M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.04M

Top Sells

1
+$37.1M
2
+$2.3M
3
+$1.53M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$1.33M
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
126
– –
-50,450
127
– –
-1,025
128
– –
-2,433
129
– –
-16,842
130
– –
-3,769
131
– –
-503
2 3 4 5
6