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
$371M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.52M
3
+$1.51M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.36M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.22M

Top Sells

1
+$1.93M
2
+$1.38M
3
+$1.33M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.15M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$728K

Sector Composition

1 Technology 5.7%
2 Financials 2.35%
3 Consumer Discretionary 1.32%
4 Industrials 1.17%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.78%
140,577
+14,896
27
$2.86M 0.77%
6,811
-500
28
$2.69M 0.72%
14,914
+61
29
$2.57M 0.69%
64,623
-34,587
30
$2.23M 0.6%
19,391
+60
31
$2.12M 0.57%
6,154
+178
32
$2.05M 0.55%
3,152
33
$2.01M 0.54%
4,517
-247
34
$1.88M 0.51%
19,243
-72
35
$1.84M 0.5%
19,640
+4,323
36
$1.77M 0.48%
22,934
-597
37
$1.44M 0.39%
70,947
-7,241
38
$1.4M 0.38%
17,551
+1,339
39
$1.4M 0.38%
71,524
-1,660
40
$1.37M 0.37%
27,298
-98
41
$1.36M 0.37%
6,811
+22
42
$1.31M 0.35%
15,538
43
$1.31M 0.35%
2,488
-714
44
$1.28M 0.35%
51,628
+18,990
45
$1.27M 0.34%
21,237
46
$1.15M 0.31%
12,750
+3,550
47
$1.12M 0.3%
9,248
48
$1.1M 0.3%
51,466
+12,687
49
$1.05M 0.28%
32,717
50
$1.04M 0.28%
2,249
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