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
51
$1.01M 0.27%
6,653
+47
52
$985K 0.27%
15,344
53
$982K 0.26%
4,097
54
$964K 0.26%
6,384
+210
55
$920K 0.25%
3,298
-20
56
$892K 0.24%
14,826
-1,413
57
$874K 0.24%
6,663
58
$831K 0.22%
3,205
-865
59
$828K 0.22%
18,752
+758
60
$820K 0.22%
32,754
-5,787
61
$820K 0.22%
1,119
62
$816K 0.22%
3,268
63
$778K 0.21%
3,402
-391
64
$777K 0.21%
1,600
+12
65
$766K 0.21%
3,115
+27
66
$758K 0.2%
4,672
+30
67
$751K 0.2%
2,049
68
$747K 0.2%
4,250
-883
69
$672K 0.18%
1,398
+64
70
$672K 0.18%
22,810
-3,284
71
$659K 0.18%
5,130
72
$644K 0.17%
+21,391
73
$623K 0.17%
5,361
-798
74
$614K 0.17%
2,698
+42
75
$614K 0.17%
16,665
1 2
3
4 5