Redw Wealth LLC
CIK Number: 0001688931
390.21M
Market Value
148
# of Holdings
15 months
Avg. Holding Period
79.87%
Win Rate
15.15%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 291.67 | +0.09% | 174.14K | -4.08% | 49.31M | 177.37 | 12.64% | |
| 2 | J P Morgan Exch... | 57.48 | +0.25% | 570.96K | -6.50% | 32.30M | 36.21 | 8.28% | |
| 3 | Vanguard Tax-Ma... | 48.27 | -0.09% | 602.30K | -5.09% | 31.81M | 41.6 | 8.15% | |
| 4 | J P Morgan Exch... | 50.42 | +0.03% | 323.62K | +16.58% | 16.42M | 50.34 | 4.21% | |
| 5 | Vanguard Bd Ind... | 77.22 | +0.06% | 207.90K | -2.52% | 16.36M | 76.07 | 4.19% |
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