RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+16.17%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+27%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
10.84%
Top 10 Holdings %
Top 10 Hldgs %
73.42%
Holding
88
New
14
Increased
35
Reduced
20
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.16M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.73M |
| 3 |
ARK Innovation ETF
ARKK
|
$5.67M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.16M |
| 5 |
FlexShares Quality Dividend Defensive Index Fund
QDEF
|
$862K |
Top Sells
| 1 |
iShares Exponential Technologies ETF
XT
|
$4.31M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$333K |
| 3 |
Apple
AAPL
|
$304K |
| 4 |
RTN
Raytheon Company
RTN
|
$227K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$217K |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 1.83% |
| 3 | Industrials | 0.96% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Communication Services | 0.85% |
