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RW

REDW Wealth Portfolio holdings

AUM $251M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$1.11M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$903K
5
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$679K

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.48M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$885K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$848K

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1%
3 Financials 0.86%
4 Industrials 0.77%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.09%
4,358
102
$244K 0.09%
+1,245
103
$236K 0.09%
690
-8
104
$233K 0.09%
1,499
+30
105
$224K 0.08%
752
106
$218K 0.08%
776
-583
107
$217K 0.08%
687
-36
108
$214K 0.08%
+5,854
109
$210K 0.08%
6,293
-925
110
$204K 0.08%
+1,448
111
$200K 0.08%
682
-10
112
$187K 0.07%
10,025
113
– –
-1,510
114
– –
-25,049
115
– –
-3,727
1 2 3 4
5