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
101
$433K 0.11%
3,695
-60
102
$430K 0.11%
16,492
-8,448
103
$423K 0.11%
1,388
104
$422K 0.11%
2,100
-125
105
$418K 0.11%
1,682
+1
106
$414K 0.11%
17,255
-210
107
$413K 0.11%
12,800
-700
108
$399K 0.1%
2,298
-214
109
$391K 0.1%
1,733
-640
110
$386K 0.1%
5,879
+2,279
111
$371K 0.1%
1,050
-75
112
$371K 0.1%
14,050
113
$365K 0.09%
1,439
114
$360K 0.09%
582
-43
115
$347K 0.09%
7,892
+2,294
116
$346K 0.09%
6,800
-2,670
117
$344K 0.09%
4,170
118
$339K 0.09%
6,362
119
$338K 0.09%
833
-84
120
$334K 0.09%
1,435
+1
121
$333K 0.09%
672
122
$322K 0.08%
363
123
$316K 0.08%
1,602
124
$313K 0.08%
1,416
125
$312K 0.08%
300
3 4
5
6 7