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
$298M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.78M
3
+$2.31M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$910K

Top Sells

1
+$746K
2
+$513K
3
+$364K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$211K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$172K

Sector Composition

1 Technology 4.73%
2 Financials 2.61%
3 Industrials 1.17%
4 Consumer Discretionary 1%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.48%
76,526
-2,008
27
$1.21M 0.41%
3,168
28
$1.19M 0.4%
5,563
-315
29
$1.14M 0.38%
3,564
+976
30
$1.11M 0.37%
12,505
+3,555
31
$1.04M 0.35%
15,952
32
$990K 0.33%
6,504
+2
33
$944K 0.32%
19,053
+6,043
34
$907K 0.3%
20,034
35
$902K 0.3%
8,925
+6,239
36
$863K 0.29%
27,153
+361
37
$814K 0.27%
3,657
+12
38
$795K 0.27%
+4,291
39
$786K 0.26%
+6,663
40
$731K 0.25%
3,317
41
$726K 0.24%
28,318
+74
42
$718K 0.24%
3,598
43
$718K 0.24%
30,200
+2,800
44
$692K 0.23%
2,351
45
$677K 0.23%
8,915
+1,395
46
$640K 0.21%
3,021
47
$636K 0.21%
4,693
48
$630K 0.21%
14,546
+1,067
49
$628K 0.21%
2,582
50
$615K 0.21%
2,195
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2
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