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
$121M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.61M
3
+$673K
4
KO icon
Coca-Cola
KO
+$381K
5
DD icon
DuPont de Nemours
DD
+$376K

Top Sells

1
+$325K
2
+$305K
3
+$285K
4
IBM icon
IBM
IBM
+$189K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$185K

Sector Composition

1 Technology 4.84%
2 Financials 4.01%
3 Consumer Staples 2.29%
4 Industrials 1.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.25%
4,738
+8
52
$289K 0.24%
2,496
+1
53
$289K 0.24%
2,310
-116
54
$280K 0.23%
4,020
55
$274K 0.23%
3,598
56
$274K 0.23%
3,375
-295
57
$273K 0.23%
2,455
+200
58
$268K 0.22%
822
-61
59
$267K 0.22%
3,190
60
$262K 0.22%
3,590
61
$257K 0.21%
5,186
+648
62
$256K 0.21%
7,545
-281
63
$249K 0.21%
1,760
64
$246K 0.2%
11,978
+160
65
$240K 0.2%
+944
66
$237K 0.2%
5,821
67
$235K 0.19%
9,260
+22
68
$233K 0.19%
9,232
-2,398
69
$223K 0.18%
2,033
-184
70
$219K 0.18%
5,984
71
$219K 0.18%
1,660
72
$217K 0.18%
+1,742
73
$216K 0.18%
2,388
74
$216K 0.18%
6,040
-530
75
$212K 0.18%
12,645
-348
1 2
3
4