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
51
$356K 0.21%
4,024
+320
52
$355K 0.21%
12,423
-4,551
53
$340K 0.2%
1,731
54
$339K 0.2%
2,603
+1
55
$325K 0.19%
5,584
56
$319K 0.19%
3,190
57
$311K 0.18%
10,660
+900
58
$309K 0.18%
3,400
59
$302K 0.18%
4,271
-1,147
60
$300K 0.18%
6,075
+100
61
$297K 0.17%
14,413
+2,500
62
$292K 0.17%
2,260
63
$290K 0.17%
3,270
64
$288K 0.17%
4,422
-140
65
$281K 0.17%
9,472
+93
66
$280K 0.16%
1,560
-100
67
$272K 0.16%
4,513
+12
68
$260K 0.15%
2,200
69
$250K 0.15%
6,460
70
$244K 0.14%
1,050
71
$232K 0.14%
+4,000
72
$227K 0.13%
3,720
-580
73
$227K 0.13%
4,500
74
$224K 0.13%
2,682
75
$220K 0.13%
11,649
-267
1 2
3
4