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
$140M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$606K
3
+$453K
4
UPS icon
United Parcel Service
UPS
+$276K
5
WFC icon
Wells Fargo
WFC
+$249K

Top Sells

1
+$217K
2
+$208K
3
+$204K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$155K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$121K

Sector Composition

1 Technology 5.11%
2 Financials 3.89%
3 Industrials 1.83%
4 Communication Services 1.78%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$625K 0.45%
7,552
+167
27
$563K 0.4%
22,232
-778
28
$555K 0.4%
3,390
+509
29
$546K 0.39%
6,420
+20
30
$531K 0.38%
6,798
-433
31
$525K 0.38%
4,329
32
$522K 0.37%
3,682
33
$496K 0.36%
4,781
-287
34
$493K 0.35%
2,537
-130
35
$483K 0.35%
5,255
36
$466K 0.33%
8,792
37
$462K 0.33%
18,572
+132
38
$451K 0.32%
5,567
39
$437K 0.31%
1,505
40
$416K 0.3%
14,556
41
$409K 0.29%
7,390
-14
42
$402K 0.29%
9,284
-227
43
$398K 0.29%
3,005
44
$388K 0.28%
16,012
+2,910
45
$369K 0.26%
3,041
46
$361K 0.26%
5,386
+901
47
$347K 0.25%
2,195
48
$343K 0.25%
13,242
+33
49
$341K 0.24%
2,693
+80
50
$338K 0.24%
2,349
+115
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2
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