RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+6.13%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+2.2%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-3.6%
Top 10 Holdings %
Top 10 Hldgs %
55.13%
Holding
165
New
9
Increased
31
Reduced
76
Closed
3
Top Buys
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
$2.56M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$2.25M |
| 3 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$2.24M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.1M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.71M |
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Financials | 2.31% |
| 3 | Consumer Discretionary | 1.29% |
| 4 | Industrials | 1.18% |
| 5 | Healthcare | 1.03% |
