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REDW Wealth LLC Buys FlexShares High Yield Value Scored Bond Index ETF, FlexShares STOXX Global Broad Infrastructure Index, Lowe's Inc, Sells FlexShares Global Upstream Natural Resources Index, ViacomCBS Inc, Freeport-McMoRan Inc

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Nov 03, 2021
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Investment company REDW Wealth LLC (Current Portfolio) buys FlexShares High Yield Value Scored Bond Index ETF, FlexShares STOXX Global Broad Infrastructure Index, Lowe's Inc, SPDR NYSE Technology ETF, sells FlexShares Global Upstream Natural Resources Index, ViacomCBS Inc, Freeport-McMoRan Inc, SCHWAB STRATEGIC T, General Electric Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, REDW Wealth LLC. As of 2021Q3, REDW Wealth LLC owns 114 stocks with a total value of $314 million. These are the details of the buys and sells.

For the details of REDW Wealth LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redw+wealth+llc/current-portfolio/portfolio

These are the top 5 holdings of REDW Wealth LLC
  1. JP MORGAN ETF TRUS (JPST) - 1,396,978 shares, 22.54% of the total portfolio. Shares added by 1.28%
  2. Vanguard Total Stock Market ETF (VTI) - 169,052 shares, 11.94% of the total portfolio. Shares reduced by 1.67%
  3. JPMorgan U.S. Quality Factor ETF (JQUA) - 524,983 shares, 6.83% of the total portfolio. Shares added by 0.40%
  4. Vanguard Real Estate Index Fund ETF (VNQ) - 196,827 shares, 6.37% of the total portfolio. Shares added by 3.62%
  5. VANGUARD TAX MANAG (VEA) - 323,933 shares, 5.20% of the total portfolio. Shares reduced by 0.15%
New Purchase: Lowe's Companies Inc (LOW)

REDW Wealth LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $182.26 and $210.63, with an estimated average price of $199.34. The stock is now traded at around $234.460000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,000 shares as of 2021-09-30.

New Purchase: SPDR NYSE Technology ETF (XNTK)

REDW Wealth LLC initiated holding in SPDR NYSE Technology ETF. The purchase prices were between $152.86 and $166.47, with an estimated average price of $159.89. The stock is now traded at around $168.410000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,298 shares as of 2021-09-30.

Added: FlexShares High Yield Value Scored Bond Index ETF (HYGV)

REDW Wealth LLC added to a holding in FlexShares High Yield Value Scored Bond Index ETF by 25.76%. The purchase prices were between $49 and $49.97, with an estimated average price of $49.49. The stock is now traded at around $49.350000. The impact to a portfolio due to this purchase was 0.65%. The holding were 200,656 shares as of 2021-09-30.

Added: FlexShares STOXX Global Broad Infrastructure Index (NFRA)

REDW Wealth LLC added to a holding in FlexShares STOXX Global Broad Infrastructure Index by 83.34%. The purchase prices were between $55.78 and $59.28, with an estimated average price of $57.71. The stock is now traded at around $58.020000. The impact to a portfolio due to this purchase was 0.18%. The holding were 22,056 shares as of 2021-09-30.

Sold Out: FlexShares Global Upstream Natural Resources Index (GUNR)

REDW Wealth LLC sold out a holding in FlexShares Global Upstream Natural Resources Index. The sale prices were between $35.13 and $37.98, with an estimated average price of $36.79.

Sold Out: ViacomCBS Inc (VIAC)

REDW Wealth LLC sold out a holding in ViacomCBS Inc. The sale prices were between $38.47 and $44.95, with an estimated average price of $40.8.

Sold Out: SCHWAB STRATEGIC T (SCHM)

REDW Wealth LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $74.38 and $80.66, with an estimated average price of $78.13.

Sold Out: General Electric Co (GE)

REDW Wealth LLC sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.



Here is the complete portfolio of REDW Wealth LLC. Also check out:

1. REDW Wealth LLC's Undervalued Stocks
2. REDW Wealth LLC's Top Growth Companies, and
3. REDW Wealth LLC's High Yield stocks
4. Stocks that REDW Wealth LLC keeps buying

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