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
$298M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.78M
3
+$2.31M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$910K

Top Sells

1
+$746K
2
+$513K
3
+$364K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$211K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$172K

Sector Composition

1 Technology 4.73%
2 Financials 2.61%
3 Industrials 1.17%
4 Consumer Discretionary 1%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.08%
1,031
102
$229K 0.08%
+6,103
103
$228K 0.08%
3,255
104
$226K 0.08%
+5,000
105
$224K 0.08%
943
106
$218K 0.07%
794
+42
107
$212K 0.07%
+5,421
108
$208K 0.07%
+2,020
109
$147K 0.05%
2,252
110
$123K 0.04%
5,000
1 2 3 4
5