RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+9.59%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(+7.5%)
Cap. Flow
-$5.68M
Cap. Flow
% of AUM
-1.63%
Top 10 Holdings %
Top 10 Hldgs %
54.51%
Holding
155
New
13
Increased
40
Reduced
67
Closed
3
Top Buys
Top Sells
| 1 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$2.36M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.11M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.43M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.09M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.05M |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 2.29% |
| 3 | Consumer Discretionary | 1.42% |
| 4 | Industrials | 1.06% |
| 5 | Healthcare | 1.05% |
