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
$121M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.61M
3
+$673K
4
KO icon
Coca-Cola
KO
+$381K
5
DD icon
DuPont de Nemours
DD
+$376K

Top Sells

1
+$325K
2
+$305K
3
+$285K
4
IBM icon
IBM
IBM
+$189K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$185K

Sector Composition

1 Technology 4.84%
2 Financials 4.01%
3 Consumer Staples 2.29%
4 Industrials 1.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.45%
18,259
+2,960
27
$481K 0.4%
10,728
-619
28
$480K 0.4%
3,375
29
$472K 0.39%
2,762
30
$471K 0.39%
1,505
-40
31
$458K 0.38%
3,091
-166
32
$445K 0.37%
5,255
33
$433K 0.36%
8,792
-328
34
$427K 0.35%
3,681
+1
35
$425K 0.35%
41,868
+666
36
$419K 0.35%
3,226
-150
37
$403K 0.33%
8,280
-360
38
$387K 0.32%
14,774
-1,364
39
$381K 0.32%
+8,459
40
$379K 0.31%
3,223
+132
41
$379K 0.31%
14,556
-738
42
$376K 0.31%
+2,692
43
$339K 0.28%
+9,890
44
$338K 0.28%
12,569
-2,620
45
$316K 0.26%
4,607
-400
46
$316K 0.26%
3,005
47
$309K 0.26%
4,870
48
$308K 0.26%
6,400
-100
49
$308K 0.26%
1,650
50
$307K 0.25%
2,195
1
2
3 4