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
$151M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$294K
3
+$256K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$213K
5
ABT icon
Abbott
ABT
+$209K

Top Sells

1
+$26.5M
2
+$509K
3
+$446K
4
VUG icon
Vanguard Growth ETF
VUG
+$374K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K

Sector Composition

1 Technology 5.23%
2 Financials 3.88%
3 Industrials 1.9%
4 Communication Services 1.68%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$350K 0.23%
16,752
+890
52
$347K 0.23%
3,598
53
$345K 0.23%
938
+2
54
$343K 0.23%
13,338
+96
55
$341K 0.23%
1,650
56
$328K 0.22%
2,679
-14
57
$303K 0.2%
2,599
58
$301K 0.2%
4,980
+100
59
$300K 0.2%
1,660
60
$291K 0.19%
5,975
61
$285K 0.19%
3,270
-105
62
$274K 0.18%
9,310
63
$268K 0.18%
2,065
+3
64
$267K 0.18%
6,377
+8
65
$264K 0.18%
3,190
66
$263K 0.17%
6,525
67
$254K 0.17%
1,667
68
$251K 0.17%
5,984
69
$247K 0.16%
3,633
-1,753
70
$242K 0.16%
2,260
71
$241K 0.16%
5,621
72
$237K 0.16%
4,500
73
$234K 0.16%
2,200
74
$228K 0.15%
3,781
75
$225K 0.15%
5,107
-180
1 2
3
4