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
126
$211K 0.07%
2,175
127
$211K 0.07%
+2,826
128
$207K 0.07%
+2,433
129
$204K 0.07%
+1,025
130
$201K 0.07%
+2,220
131
$188K 0.06%
+10,194
132
$170K 0.06%
+10,000
133
$78.9K 0.03%
5,000
134
– –
-11,442
135
– –
-2,118
136
– –
-6,336
137
– –
-2,143
138
– –
-11,868
139
– –
-5,362
2 3 4 5
6