RW
REDW Wealth Portfolio holdings
AUM
$251M
1-Year Return
11.69%
This Quarter Return
+5.83%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$314M
AUM Growth
+$25.3M
(+8.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
3.4%
Top 10 Holdings %
Top 10 Hldgs %
53.39%
Holding
149
New
16
Increased
69
Reduced
35
Closed
6
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.15M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.38M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.31M |
| 4 |
Avantis US Equity ETF
AVUS
|
$1.29M |
| 5 |
Avantis International Equity ETF
AVDE
|
$1.12M |
Top Sells
| 1 |
Dimensional US High Profitability ETF
DUHP
|
$2.54M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$2.05M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.89M |
| 4 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$1.81M |
| 5 |
Vanguard Value ETF
VTV
|
$1.44M |
Sector Composition
| 1 | Technology | 5.52% |
| 2 | Financials | 2.63% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Industrials | 1.11% |
| 5 | Healthcare | 1.11% |
