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REDW Wealth Portfolio holdings
AUM
$251M
1-Year Est. Return
15.79%
This Fund
S&P 500
1 Year Est. Return
+15.79%
AUM
$251M
AUM Growth
-$11.6M
(-4.4%)
Holding
105
Top Buys
| 1 | +$2.92M | |
| 2 | +$2.16M | |
| 3 | +$1.62M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$986K |
| 5 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
+$901K |
Top Sells
| 1 | +$3.03M | |
| 2 | +$2.61M | |
| 3 | +$2.2M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.98M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$1.11M |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Consumer Discretionary | 0.92% |
| 3 | Industrials | 0.91% |
| 4 | Communication Services | 0.74% |
| 5 | Financials | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Emerging Markets Dividend ETF
DVYE
$1.25B
| – | – |
-10,497
|
|
||
102
Schwab US REIT ETF
SCHH
$10.2B
| – | – |
-10,506
|
|
||
103
Vistra
VST
$46.7B
| – | – |
-1,266
|
|
||
104
Vanguard High Dividend Yield ETF
VYM
$77.8B
| – | – |
-1,874
|
|
||
105
State Street Technology Select Sector SPDR ETF
XLK
$115B
| – | – |
-1,394
|
|