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
76
$434K 0.15%
4,890
-691
77
$433K 0.15%
+949
78
$429K 0.15%
1,000
79
$427K 0.15%
+9,144
80
$425K 0.15%
1,725
+1
81
$420K 0.15%
1,984
-175
82
$420K 0.15%
+763
83
$419K 0.14%
4,151
84
$409K 0.14%
2,475
+200
85
$408K 0.14%
17,860
+356
86
$405K 0.14%
13,788
-6,718
87
$403K 0.14%
+2,970
88
$397K 0.14%
20,508
-20,282
89
$386K 0.13%
2,215
-561
90
$386K 0.13%
1,005
-771
91
$381K 0.13%
+718
92
$374K 0.13%
5,236
93
$354K 0.12%
2,393
94
$347K 0.12%
5,130
95
$345K 0.12%
779
+2
96
$323K 0.11%
3,258
97
$322K 0.11%
3,209
-61
98
$320K 0.11%
+1,452
99
$307K 0.11%
12,914
100
$302K 0.1%
12,528
-5,720
2 3
4
5 6