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RW

REDW Wealth Portfolio holdings

AUM $251M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$1.11M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$903K
5
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$679K

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.48M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$885K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$848K

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1%
3 Financials 0.86%
4 Industrials 0.77%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$792K 0.3%
11,013
52
$790K 0.3%
24,804
-3,898
53
$751K 0.28%
14,807
+4,278
54
$736K 0.28%
7,138
-68
55
$727K 0.27%
19,162
56
$702K 0.27%
+23,328
57
$697K 0.26%
20,000
58
$660K 0.25%
2,708
+298
59
$648K 0.24%
3,471
+393
60
$634K 0.24%
2,607
+9
61
$580K 0.22%
790
+81
62
$531K 0.2%
21,094
-11,162
63
$531K 0.2%
2,089
-93
64
$501K 0.19%
20,534
-480
65
$488K 0.18%
20,967
-23
66
$467K 0.18%
17,317
-7
67
$462K 0.17%
8,656
68
$453K 0.17%
+7,199
69
$444K 0.17%
+3,872
70
$386K 0.15%
4,000
71
$371K 0.14%
3,977
+125
72
$366K 0.14%
7,407
-1,485
73
$365K 0.14%
+4,000
74
$361K 0.14%
10,000
75
$361K 0.14%
2,348
-27
1 2
3
4 5