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
$337M
AUM Growth
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$7.65M
2 +$1.27M
3 +$553K
4
SHOP icon
Shopify
SHOP
+$324K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$273K

Sector Composition

1 Technology 5.33%
2 Financials 2.42%
3 Consumer Discretionary 1.22%
4 Industrials 1.05%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,155
127
-2,350
128
-10,804
129
-794
130
-5,421
131
-1,571
132
-1,298