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
$288M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$3.38M
3
+$3.17M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.51M

Top Sells

1
+$6.59M
2
+$3.1M
3
+$2.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.75M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.47M

Sector Composition

1 Technology 4.7%
2 Financials 2.86%
3 Healthcare 1.15%
4 Consumer Discretionary 1.08%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.87%
+33,385
27
$2.17M 0.75%
42,236
-19,489
28
$1.85M 0.64%
8,678
-107
29
$1.7M 0.59%
17,575
+4,693
30
$1.63M 0.56%
7,407
31
$1.59M 0.55%
18,739
+7
32
$1.55M 0.54%
80,340
-11,744
33
$1.48M 0.51%
17,675
-169
34
$1.44M 0.5%
30,406
-2,540
35
$1.43M 0.5%
49,616
+760
36
$1.33M 0.46%
19,534
+14,130
37
$1.22M 0.42%
3,143
-25
38
$1.15M 0.4%
71,626
-3,092
39
$971K 0.34%
20,538
-3,498
40
$938K 0.32%
8,666
41
$937K 0.32%
10,714
+1,048
42
$915K 0.32%
13,913
+4,504
43
$909K 0.31%
15,538
44
$894K 0.31%
6,665
+79
45
$874K 0.3%
6,988
-250
46
$845K 0.29%
3,593
-84
47
$833K 0.29%
21,408
-100
48
$824K 0.28%
24,080
-1,565
49
$765K 0.26%
4,166
-426
50
$747K 0.26%
4,291
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