RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+6.97%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+18%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
12.11%
Top 10 Holdings %
Top 10 Hldgs %
73.7%
Holding
93
New
7
Increased
25
Reduced
32
Closed
5
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
$10.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$9.3M |
| 3 |
Apple
AAPL
|
$4.78M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.63M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.07M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.95M |
| 2 |
iShares Exponential Technologies ETF
XT
|
$1.35M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$470K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$397K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$312K |
Sector Composition
| 1 | Technology | 5.36% |
| 2 | Financials | 1.73% |
| 3 | Consumer Discretionary | 1.08% |
| 4 | Industrials | 0.98% |
| 5 | Communication Services | 0.78% |
