RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
-1.18%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(-26%)
Cap. Flow
-$94M
Cap. Flow
% of AUM
-32.63%
Top 10 Holdings %
Top 10 Hldgs %
60.16%
Holding
169
New
7
Increased
11
Reduced
80
Closed
65
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.12M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.57M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.53M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.07M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$1.66M |
Top Sells
| 1 |
Apple
AAPL
|
$9.12M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$7.67M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.24M |
| 4 |
Avantis US Equity ETF
AVUS
|
$5.7M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$4.91M |
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Communication Services | 0.63% |
| 4 | Financials | 0.52% |
| 5 | Industrials | 0.48% |
