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
101
$302K 0.1%
+2,339
102
$300K 0.1%
5,852
+136
103
$298K 0.1%
1,131
104
$285K 0.1%
5,975
-434
105
$277K 0.1%
4,875
106
$276K 0.1%
23,754
-1,582
107
$276K 0.1%
+2,135
108
$274K 0.09%
1,277
-1,246
109
$272K 0.09%
2,364
110
$266K 0.09%
6,794
111
$259K 0.09%
5,950
-1,675
112
$256K 0.09%
2,331
+59
113
$249K 0.09%
1,639
-188
114
$246K 0.08%
+3,005
115
$244K 0.08%
914
-100
116
$237K 0.08%
+2,040
117
$237K 0.08%
+4,447
118
$233K 0.08%
+3,556
119
$230K 0.08%
2,162
+50
120
$230K 0.08%
+9,176
121
$226K 0.08%
+5,939
122
$225K 0.08%
+655
123
$223K 0.08%
+2,278
124
$213K 0.07%
+1,539
125
$212K 0.07%
+1,314
2 3 4
5
6