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
$159M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.37M
3
+$2.22M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$724K

Top Sells

1
+$2.88M
2
+$1.57M
3
+$938K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$900K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$456K

Sector Composition

1 Technology 5.63%
2 Financials 2.27%
3 Industrials 1.01%
4 Communication Services 0.93%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-1,126
77
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-2,400
78
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-5,613
79
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-18,270
80
– –
-6,460
81
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-4,000
82
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-4,500
83
– –
-3,245
84
– –
-4,875
85
– –
-9,972
1 2 3
4