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
51
$1.19M 0.3%
9,248
52
$1.16M 0.3%
31,876
-847
53
$1.15M 0.29%
6,926
-408
54
$1.13M 0.29%
18,574
-977
55
$1.1M 0.28%
15,365
+21
56
$1.1M 0.28%
4,192
-43
57
$1.08M 0.28%
4,097
58
$1.07M 0.27%
2,249
59
$1.05M 0.27%
6,301
-906
60
$946K 0.24%
6,663
61
$943K 0.24%
1,064
-38
62
$926K 0.24%
11,468
-3,138
63
$881K 0.23%
3,168
64
$800K 0.2%
4,617
-30
65
$797K 0.2%
2,900
-323
66
$763K 0.2%
3,218
-181
67
$751K 0.19%
2,605
68
$751K 0.19%
1,423
69
$738K 0.19%
1,290
-311
70
$729K 0.19%
2,959
+6
71
$721K 0.18%
1,844
-95
72
$714K 0.18%
2,631
-42
73
$667K 0.17%
17,954
+3,106
74
$666K 0.17%
13,133
+492
75
$644K 0.17%
16,665
1 2
3
4 5