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
151
$233K 0.06%
1,226
+1
152
$230K 0.06%
9,807
-1,000
153
$228K 0.06%
+2,234
154
$224K 0.06%
+1,186
155
$223K 0.06%
+1,009
156
$222K 0.06%
1,330
+2
157
$212K 0.05%
873
-61
158
$210K 0.05%
+3,107
159
$209K 0.05%
+1,528
160
$207K 0.05%
1,217
161
$207K 0.05%
+773
162
$200K 0.05%
+2,220
163
– –
-2,110
164
– –
-1,260
165
– –
-990
3 4 5 6
7