RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+6.44%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(+11%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
53.01%
Holding
139
New
29
Increased
34
Reduced
49
Closed
6
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.59M |
| 2 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$3.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.25M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.75M |
| 5 |
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% |
