RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+6.2%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(+6.4%)
Cap. Flow
+$3.97M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
54.72%
Holding
167
New
15
Increased
51
Reduced
49
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.71M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.52M |
| 3 |
Avantis US Equity ETF
AVUS
|
$1.51M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.36M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$1.22M |
Top Sells
Sector Composition
| 1 | Technology | 5.7% |
| 2 | Financials | 2.35% |
| 3 | Consumer Discretionary | 1.32% |
| 4 | Industrials | 1.17% |
| 5 | Healthcare | 1.05% |
