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 Buys

1
+$6.31M
2
+$3.93M
3
+$1.9M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.42M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.4M

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
26
$3.15M 0.94%
9,250
+81
27
$2.74M 0.82%
21,041
+1,177
28
$2.68M 0.8%
35,371
-3,119
29
$2.55M 0.76%
47,388
+22,556
30
$2.3M 0.69%
8,132
-139
31
$1.94M 0.58%
33,722
+9,708
32
$1.87M 0.56%
19,167
-1,250
33
$1.71M 0.51%
17,498
-1,359
34
$1.6M 0.48%
28,569
-14,250
35
$1.44M 0.43%
7,486
+18
36
$1.44M 0.43%
3,143
37
$1.4M 0.42%
25,257
38
$1.39M 0.42%
71,171
-3,309
39
$1.32M 0.39%
73,940
+2,704
40
$1.3M 0.39%
4,975
-183
41
$1.19M 0.36%
25,147
-38,620
42
$1.19M 0.36%
27,592
+6,184
43
$1.12M 0.33%
15,291
+1,197
44
$1.1M 0.33%
15,538
45
$1.09M 0.33%
7,487
+331
46
$1.07M 0.32%
2,411
+471
47
$1M 0.3%
35,850
48
$1M 0.3%
31,644
+2,496
49
$991K 0.3%
9,344
+1,003
50
$932K 0.28%
7,790
-1,137
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