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
$238M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.3M
3
+$4.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.58M

Top Sells

1
+$3.95M
2
+$1.35M
3
+$470K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$397K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$312K

Sector Composition

1 Technology 5.36%
2 Financials 1.73%
3 Consumer Discretionary 1.08%
4 Industrials 0.98%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.18%
1,258
-160
52
$406K 0.17%
3,888
-694
53
$391K 0.16%
10,971
54
$388K 0.16%
11,930
55
$387K 0.16%
5,584
-40
56
$384K 0.16%
13,074
+22
57
$366K 0.15%
3,190
58
$364K 0.15%
2,933
+42
59
$359K 0.15%
4,181
60
$357K 0.15%
2,383
61
$338K 0.14%
+12,951
62
$334K 0.14%
1,560
63
$323K 0.14%
2,260
64
$318K 0.13%
5,531
+81
65
$302K 0.13%
6,847
66
$302K 0.13%
5,077
+84
67
$298K 0.13%
4,060
68
$296K 0.12%
874
-105
69
$293K 0.12%
+6,310
70
$284K 0.12%
6,497
71
$273K 0.11%
1,828
72
$266K 0.11%
4,704
+395
73
$264K 0.11%
12,240
+113
74
$257K 0.11%
8,329
-167
75
$252K 0.11%
6,409
-309
1 2
3
4