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
76
$633K 0.16%
19,162
-3,479
77
$611K 0.16%
5,130
78
$608K 0.16%
5,018
79
$566K 0.15%
3,323
80
$566K 0.15%
2,537
81
$559K 0.14%
2,704
82
$546K 0.14%
6,196
83
$528K 0.14%
7,148
+1,789
84
$524K 0.13%
21,396
+6
85
$512K 0.13%
16,109
86
$509K 0.13%
1,031
-34
87
$509K 0.13%
1,355
+3
88
$497K 0.13%
17,033
-108
89
$496K 0.13%
8,647
90
$495K 0.13%
5,640
-35
91
$488K 0.13%
5,770
-108
92
$469K 0.12%
802
-77
93
$459K 0.12%
5,094
+37
94
$455K 0.12%
798
+2
95
$450K 0.12%
20,349
96
$442K 0.11%
2,871
97
$439K 0.11%
1,052
98
$438K 0.11%
7,111
+88
99
$435K 0.11%
2,561
-100
100
$435K 0.11%
18,504
+371
2 3
4
5 6