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
$324M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$1.23M
3 +$1.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$886K

Sector Composition

1 Technology 5.77%
2 Financials 2.55%
3 Consumer Discretionary 1.44%
4 Industrials 1.12%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,920