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RW

REDW Wealth Portfolio holdings

AUM $251M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$1.11M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$903K
5
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$679K

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.48M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$885K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$848K

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1%
3 Financials 0.86%
4 Industrials 0.77%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.87%
31,024
-985
27
$2.07M 0.78%
31,407
-118
28
$2.02M 0.76%
34,266
-88
29
$1.99M 0.75%
16,453
30
$1.72M 0.65%
3,314
+178
31
$1.7M 0.64%
80,228
-14
32
$1.69M 0.64%
14,045
+4,654
33
$1.65M 0.62%
33,669
+23,585
34
$1.61M 0.61%
31,496
+22,600
35
$1.57M 0.59%
61,163
-146
36
$1.56M 0.59%
37,896
-12,300
37
$1.51M 0.57%
3,406
+13
38
$1.48M 0.56%
54,160
+1,836
39
$1.38M 0.52%
2,749
-165
40
$1.37M 0.52%
17,157
+970
41
$1.37M 0.52%
24,708
+2
42
$1.28M 0.49%
2,139
-199
43
$1.15M 0.44%
2,418
44
$1.13M 0.43%
5,165
-49
45
$1.08M 0.41%
42,339
+595
46
$1.08M 0.41%
48,548
-466
47
$946K 0.36%
28,279
-4,278
48
$935K 0.35%
9,395
+209
49
$846K 0.32%
11,022
-145
50
$815K 0.31%
10,199
-994
1
2
3 4 5