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
$102M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.6M
3 +$484K
4
MA icon
Mastercard
MA
+$214K
5
NEE icon
NextEra Energy
NEE
+$210K

Sector Composition

1 Technology 5.38%
2 Financials 4.34%
3 Consumer Staples 2.1%
4 Industrials 1.78%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,044