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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
76
$358K 0.14%
3,177
-44
77
$349K 0.13%
764
+101
78
$348K 0.13%
1,277
79
$345K 0.13%
579
+2
80
$327K 0.12%
10,248
81
$326K 0.12%
3,337
-787
82
$324K 0.12%
5,516
+2
83
$315K 0.12%
13,420
84
$312K 0.12%
10,497
+1
85
$310K 0.12%
8,576
+557
86
$309K 0.12%
+4,204
87
$308K 0.12%
867
+91
88
$306K 0.12%
7,158
89
$304K 0.11%
6,600
90
$301K 0.11%
1,301
-25
91
$300K 0.11%
3,000
92
$297K 0.11%
+1,064
93
$277K 0.1%
2,335
+75
94
$276K 0.1%
603
95
$275K 0.1%
297
96
$268K 0.1%
12,405
+4
97
$263K 0.1%
1,866
98
$261K 0.1%
20,000
99
$258K 0.1%
1,923
-24
100
$248K 0.09%
1,780
1 2 3
4
5