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
$170M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$355K
3
+$337K
4
WMT icon
Walmart
WMT
+$245K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$232K

Top Sells

1
+$625K
2
+$389K
3
+$318K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$273K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$238K

Sector Composition

1 Technology 4.96%
2 Financials 3.33%
3 Industrials 1.38%
4 Consumer Staples 1%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.48%
20,763
+6,207
27
$779K 0.46%
33,046
+3,452
28
$770K 0.45%
6,545
+3
29
$718K 0.42%
15,952
30
$696K 0.41%
8,020
+500
31
$683K 0.4%
5,491
-234
32
$661K 0.39%
13,480
33
$530K 0.31%
3,273
-214
34
$489K 0.29%
2,840
-165
35
$486K 0.29%
2,727
36
$476K 0.28%
8,500
37
$468K 0.28%
4,197
-32
38
$467K 0.27%
1,720
39
$461K 0.27%
3,598
40
$459K 0.27%
3,340
-580
41
$458K 0.27%
3,570
42
$431K 0.25%
2,697
43
$428K 0.25%
1,126
+151
44
$425K 0.25%
2,195
45
$424K 0.25%
3,277
+200
46
$421K 0.25%
1,409
-221
47
$417K 0.25%
2,757
-526
48
$408K 0.24%
1,847
49
$372K 0.22%
1,054
+2
50
$360K 0.21%
8,803
1
2
3 4