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
$382M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.05M
3
+$1.5M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$875K
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$719K

Top Sells

1
+$2.48M
2
+$2.22M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$417K
5
BND icon
Vanguard Total Bond Market
BND
+$372K

Sector Composition

1 Technology 6.17%
2 Financials 2.13%
3 Consumer Discretionary 1.21%
4 Healthcare 1.05%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 0.93%
174,961
+34,384
27
$2.9M 0.76%
15,003
+89
28
$2.77M 0.73%
6,818
+7
29
$2.4M 0.63%
6,405
+251
30
$2.2M 0.58%
4,593
+76
31
$2.16M 0.57%
18,127
-1,264
32
$2.11M 0.55%
73,385
+51,994
33
$2.04M 0.53%
55,103
-9,520
34
$2.02M 0.53%
3,077
-75
35
$1.99M 0.52%
80,892
+29,264
36
$1.8M 0.47%
20,061
+421
37
$1.74M 0.46%
14,116
+1,366
38
$1.71M 0.45%
22,193
-741
39
$1.57M 0.41%
73,834
+22,368
40
$1.45M 0.38%
14,944
-4,299
41
$1.44M 0.38%
15,538
42
$1.42M 0.37%
70,970
+23
43
$1.38M 0.36%
17,559
+8
44
$1.37M 0.36%
71,522
-2
45
$1.37M 0.36%
6,765
-46
46
$1.37M 0.36%
2,497
+9
47
$1.34M 0.35%
7,334
+950
48
$1.32M 0.35%
7,207
+554
49
$1.28M 0.34%
26,300
-998
50
$1.15M 0.3%
19,551
-1,686
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2
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