RW
Reframe Wealth Portfolio holdings
AUM
$260M
1 Year Est. Return
–
AUM
$260M
AUM Growth
–
Holding
61
Top Buys
| 1 | +$61.5M | |
| 2 | +$25.1M | |
| 3 | +$22.4M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$20.9M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$20.7M |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$802B
| $276K | 0.11% |
+754
|
|
||
52
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
| $263K | 0.1% |
+13,922
|
|
||
53
Invesco Short Term Treasury ETF
TBLL
$2.22B
| $263K | 0.1% |
+2,501
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.42T
| $233K | 0.09% |
+2,642
|
|
||
55
Intel
INTC
$188B
| $232K | 0.09% |
+8,789
|
|
||
56
Caterpillar
CAT
$267B
| $222K | 0.09% |
+928
|
|
||
57
UnitedHealth
UNH
$302B
| $217K | 0.08% |
+410
|
|
||
58
iShares Core US Aggregate Bond ETF
AGG
$131B
| $213K | 0.08% |
+2,200
|
|
||
59
Vanguard S&P 500 ETF
VOO
$778B
| $209K | 0.08% |
+596
|
|
||
60
Schwab US Large- Cap ETF
SCHX
$62.4B
| $204K | 0.08% |
+13,584
|
|
||
61
Vanguard Dividend Appreciation ETF
VIG
$98B
| $204K | 0.08% |
+1,342
|
|