REDW Stanley Financial Advisors LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for REDW Stanley Financial Advisors LLC, 93% allocated to ETF.
- Top Sector
- ETF (93%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 2
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- 78.57%
- Persistent Holdings Weight
- 93.57%
- Persistent Positions
- 88
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.14%
- Avg. Position Weight
- 0.89%
- Largest Position
Vanguard Total Stock Market ETFVTI - 9.44%- Largest Ownership Stake
Oaktree Specialty Lending CorporationOCSL - 0.02%- Avg. Ownership Stake
- 0.001%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2016)
- Avg. New Position
- 0.70%
- Avg. Ownership Stake
- 0.000%
- Largest Position
JPMorgan Ultra-Short Income ETFJPST - 37.24% (Q1 2020)- Largest Ownership Stake
- Oaktree Specialty Lending CorporationOCSL - 0.02% (Q2 2025)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 4.0%
- Value Traded
- $10.57M
- Positions Added
- 6
- Positions Exited
- 3
Historical (Since Q4 2016)
- Avg. Turnover Ratio
- 8.0%
- Avg. Positions Added
- 7
- Avg. Positions Exited
- 7
- Highest Turnover
- 50.0%Q4 2016
- Lowest Turnover
- 1.6%Q3 2021