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
$288M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$5.57M
3
+$3.53M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.07M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.33M

Top Sells

1
+$9.12M
2
+$7.67M
3
+$6.24M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$5.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.91M

Sector Composition

1 Technology 3.13%
2 Consumer Discretionary 1.03%
3 Communication Services 0.63%
4 Financials 0.52%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.83%
10,763
+9,347
27
$2.33M 0.81%
114,712
-63,936
28
$2.33M 0.81%
13,745
-7,765
29
$2.18M 0.76%
37,417
-15,470
30
$2.04M 0.71%
33,280
-31,510
31
$1.86M 0.65%
4,542
-1,758
32
$1.58M 0.55%
15,538
33
$1.55M 0.54%
7,057
-7,231
34
$1.45M 0.5%
27,747
+19,100
35
$1.42M 0.49%
3,506
-686
36
$1.37M 0.47%
33,815
-13,508
37
$1.33M 0.46%
+48,503
38
$1.28M 0.44%
2,821
-3,884
39
$1.26M 0.44%
24,704
-1,597
40
$1.21M 0.42%
49,186
-34,751
41
$1.14M 0.4%
2,232
-2,354
42
$1.1M 0.38%
43,751
-8,810
43
$1.08M 0.37%
15,365
44
$1.07M 0.37%
49,955
-26,051
45
$995K 0.35%
12,752
-8,524
46
$978K 0.34%
32,379
-4,435
47
$972K 0.34%
46,131
-24,315
48
$970K 0.34%
+9,393
49
$926K 0.32%
30,093
-30,852
50
$912K 0.32%
9,451
-8,790
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