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
76
$211K 0.12%
1,667
77
$201K 0.12%
+3,655
78
$200K 0.12%
+930
79
$200K 0.12%
3,619
-602
80
$173K 0.1%
10,139
81
$165K 0.1%
17,967
-2,200
82
$100K 0.06%
2,252
-40
83
$94K 0.06%
18,519
84
$84K 0.05%
3,333
85
– –
-5,746
86
– –
-6,529
1 2 3
4