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
$390M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$803K
3
+$772K
4
AGNG icon
Global X Aging Population ETF
AGNG
+$374K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$273K

Top Sells

1
+$2.56M
2
+$2.25M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M

Sector Composition

1 Technology 6.1%
2 Financials 2.31%
3 Consumer Discretionary 1.29%
4 Industrials 1.18%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 0.8%
52,887
-8,701
27
$3.09M 0.79%
6,705
-113
28
$2.66M 0.68%
14,288
-715
29
$2.42M 0.62%
6,300
-105
30
$2.29M 0.59%
18,130
+3
31
$2.24M 0.57%
4,586
-7
32
$2.16M 0.55%
83,937
+3,045
33
$1.95M 0.5%
47,323
-7,780
34
$1.91M 0.49%
3,077
35
$1.88M 0.48%
60,945
-12,440
36
$1.75M 0.45%
18,241
-1,820
37
$1.69M 0.43%
21,276
-917
38
$1.69M 0.43%
76,006
+2,172
39
$1.66M 0.43%
13,660
-456
40
$1.63M 0.42%
70,446
-524
41
$1.51M 0.39%
14,944
42
$1.49M 0.38%
72,474
+952
43
$1.49M 0.38%
15,538
44
$1.48M 0.38%
17,559
45
$1.4M 0.36%
6,663
-102
46
$1.39M 0.36%
26,301
+1
47
$1.33M 0.34%
2,302
-195
48
$1.32M 0.34%
52,561
+31,994
49
$1.23M 0.32%
48,874
+10,817
50
$1.21M 0.31%
36,814
+11,380
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