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
126
$308K 0.08%
10,724
-1,235
127
$306K 0.08%
8,145
-91
128
$304K 0.08%
2,545
+7
129
$297K 0.08%
10,847
-600
130
$291K 0.07%
2,554
-22
131
$284K 0.07%
2,023
132
$276K 0.07%
1,701
-754
133
$275K 0.07%
7,215
134
$274K 0.07%
10,738
135
$273K 0.07%
846
136
$272K 0.07%
5,355
-486
137
$269K 0.07%
425
138
$268K 0.07%
3,207
139
$268K 0.07%
11,035
+534
140
$266K 0.07%
1,808
+105
141
$260K 0.07%
961
142
$257K 0.07%
10,948
-3,250
143
$252K 0.06%
1,277
144
$250K 0.06%
8,494
-635
145
$247K 0.06%
10,608
146
$238K 0.06%
3,655
147
$236K 0.06%
+2,421
148
$236K 0.06%
+4,855
149
$235K 0.06%
9,892
150
$234K 0.06%
10,000
3 4 5
6
7