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
$159M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.37M
3
+$2.22M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$724K

Top Sells

1
+$2.88M
2
+$1.57M
3
+$938K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$900K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$456K

Sector Composition

1 Technology 5.63%
2 Financials 2.27%
3 Industrials 1.01%
4 Communication Services 0.93%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$713K 0.45%
18,831
-873
27
$671K 0.42%
24,740
-1,672
28
$658K 0.41%
15,952
29
$629K 0.4%
12,904
-576
30
$622K 0.39%
5,651
+60
31
$575K 0.36%
6,392
+181
32
$543K 0.34%
26,253
-9,062
33
$485K 0.3%
18,760
-1,170
34
$474K 0.3%
2,943
+103
35
$467K 0.29%
3,311
+35
36
$465K 0.29%
+8,743
37
$456K 0.29%
3,479
+202
38
$442K 0.28%
3,598
39
$421K 0.26%
4,728
+714
40
$416K 0.26%
2,497
-80
41
$415K 0.26%
1,720
42
$406K 0.26%
2,697
43
$402K 0.25%
1,847
44
$381K 0.24%
3,334
-8
45
$380K 0.24%
2,195
46
$365K 0.23%
1,413
47
$354K 0.22%
8,208
-292
48
$350K 0.22%
3,526
49
$336K 0.21%
5,584
50
$303K 0.19%
2,643
-114
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