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
$98.3M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.68M
3
+$831K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$776K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$550K

Top Sells

1
+$628K
2
+$469K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$271K
5
AIG icon
American International
AIG
+$243K

Sector Composition

1 Technology 6.04%
2 Financials 3.82%
3 Consumer Staples 2.53%
4 Industrials 1.67%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.49%
15,286
+192
27
$472K 0.48%
2,838
28
$464K 0.47%
11,789
29
$455K 0.46%
5,255
30
$453K 0.46%
5,832
+370
31
$448K 0.46%
3,257
-102
32
$448K 0.46%
3,599
-686
33
$427K 0.43%
9,120
-248
34
$422K 0.43%
2,955
+81
35
$392K 0.4%
2,762
+100
36
$391K 0.4%
3,375
37
$390K 0.4%
3,679
+299
38
$389K 0.4%
5,443
+78
39
$374K 0.38%
14,456
+2,004
40
$370K 0.38%
1,355
-73
41
$367K 0.37%
15,294
42
$354K 0.36%
8,340
-2,600
43
$352K 0.36%
14,668
+684
44
$341K 0.35%
35,814
+7,242
45
$340K 0.35%
3,168
-517
46
$337K 0.34%
5,409
-827
47
$328K 0.33%
4,200
-220
48
$291K 0.3%
933
-30
49
$288K 0.29%
6,500
50
$285K 0.29%
2,627
+342
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