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
51
$291K 0.18%
3,016
+413
52
$285K 0.18%
+10,396
53
$276K 0.17%
3,190
54
$275K 0.17%
4,181
+157
55
$272K 0.17%
9,016
-311
56
$267K 0.17%
12,108
-1,026
57
$264K 0.17%
4,909
+394
58
$257K 0.16%
6,534
+459
59
$257K 0.16%
976
+2
60
$236K 0.15%
4,060
+340
61
$234K 0.15%
6,847
-1,841
62
$231K 0.15%
+4,176
63
$230K 0.14%
3,255
+50
64
$228K 0.14%
1,560
65
$227K 0.14%
1,731
66
$226K 0.14%
2,260
67
$217K 0.14%
4,058
-356
68
$212K 0.13%
1,828
+161
69
$205K 0.13%
2,393
+193
70
$204K 0.13%
9,610
-900
71
$128K 0.08%
10,139
72
$102K 0.06%
5,033
+1,700
73
$89K 0.06%
2,252
74
$78K 0.05%
18,550
+100
75
– –
-1,039
1 2
3
4