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RW
Reframe Wealth Portfolio holdings
AUM
$260M
This Fund
S&P 500
This Quarter
Est. Return
+6.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100.58%
Top 10 Holdings %
Top 10 Hldgs %
78.69%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$63.1M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$25.6M |
| 3 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$22.8M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$20.8M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$20.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.66% |
| 2 | Financials | 0.56% |
| 3 | Healthcare | 0.53% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Communication Services | 0.2% |
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