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
$163M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.17M
3
+$301K
4
BP icon
BP
BP
+$247K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$232K

Top Sells

1
+$491K
2
+$468K
3
+$412K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$156K
5
CVX icon
Chevron
CVX
+$123K

Sector Composition

1 Technology 4.59%
2 Financials 3.36%
3 Industrials 1.54%
4 Healthcare 1.06%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.19%
1,731
+81
52
$311K 0.19%
1,660
53
$307K 0.19%
11,426
54
$301K 0.18%
10,910
55
$301K 0.18%
+4,637
56
$300K 0.18%
3,190
57
$285K 0.17%
747
58
$280K 0.17%
3,270
59
$278K 0.17%
3,400
60
$275K 0.17%
3,704
61
$270K 0.17%
5,584
62
$266K 0.16%
5,321
63
$266K 0.16%
4,499
+552
64
$265K 0.16%
1,347
65
$261K 0.16%
9,129
-78
66
$248K 0.15%
1,050
67
$247K 0.15%
+5,746
68
$245K 0.15%
6,460
-65
69
$243K 0.15%
4,140
70
$240K 0.15%
2,200
71
$240K 0.15%
2,260
72
$232K 0.14%
+6,592
73
$230K 0.14%
11,513
74
$226K 0.14%
1,667
75
$224K 0.14%
+4,700
1 2
3
4