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
$121M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$8.02M
2 +$6.61M
3 +$673K
4
KO icon
Coca-Cola
KO
+$381K
5
DD icon
DuPont de Nemours
DD
+$376K

Top Sells

1 +$325K
2 +$305K
3 +$285K
4
IBM icon
IBM
IBM
+$189K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$185K

Sector Composition

1 Technology 4.84%
2 Financials 4.01%
3 Consumer Staples 2.29%
4 Industrials 1.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.17%
5,770
77
$205K 0.17%
1,478
-1,360
78
$203K 0.17%
+2,260
79
$202K 0.17%
+1,817
80
$201K 0.17%
+5,975
81
$200K 0.17%
+4,180
82
-3,534