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
$288M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$3.38M
3
+$3.17M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.51M

Top Sells

1
+$6.59M
2
+$3.1M
3
+$2.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.75M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.47M

Sector Composition

1 Technology 4.7%
2 Financials 2.86%
3 Healthcare 1.15%
4 Consumer Discretionary 1.08%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$737K 0.25%
6,680
-87
52
$716K 0.25%
2,195
53
$712K 0.25%
23,662
+7,329
54
$696K 0.24%
26,094
55
$689K 0.24%
3,329
+4
56
$676K 0.23%
7,660
+750
57
$658K 0.23%
3,167
-264
58
$657K 0.23%
4,332
-200
59
$635K 0.22%
26,843
+5,606
60
$625K 0.22%
+12,380
61
$579K 0.2%
21,896
+300
62
$555K 0.19%
3,144
-95
63
$542K 0.19%
4,398
+573
64
$528K 0.18%
3,190
65
$514K 0.18%
+10,403
66
$509K 0.18%
10,093
-891
67
$505K 0.17%
1,452
-270
68
$502K 0.17%
10,738
+474
69
$499K 0.17%
+4,011
70
$499K 0.17%
2,761
+1,300
71
$480K 0.17%
7,116
-1,092
72
$469K 0.16%
+1,334
73
$459K 0.16%
5,496
-235
74
$450K 0.16%
1,878
75
$446K 0.15%
18,499
-3,981
1 2
3
4 5