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
$333M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$4.2M
2 +$2.69M
3 +$1.83M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$943K

Sector Composition

1 Technology 6.14%
2 Financials 2.57%
3 Consumer Discretionary 1.66%
4 Industrials 1.42%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,914
152
-2,826