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
51
$1.1M 0.29%
32,723
+6
52
$1.1M 0.29%
9,248
53
$1.02M 0.27%
4,097
54
$1.01M 0.26%
15,344
55
$989K 0.26%
14,606
-220
56
$987K 0.26%
2,249
57
$956K 0.25%
38,057
+5,303
58
$936K 0.25%
1,102
-17
59
$847K 0.22%
6,663
60
$846K 0.22%
3,223
-75
61
$838K 0.22%
4,235
-15
62
$807K 0.21%
1,601
+1
63
$791K 0.21%
3,168
-100
64
$766K 0.2%
4,647
-25
65
$765K 0.2%
25,434
+14,530
66
$741K 0.19%
3,399
-3
67
$732K 0.19%
5,130
68
$712K 0.19%
1,423
+25
69
$693K 0.18%
22,641
-169
70
$668K 0.18%
2,953
-162
71
$664K 0.17%
2,605
-600
72
$646K 0.17%
1,939
-110
73
$639K 0.17%
12,641
+919
74
$629K 0.16%
24,940
75
$619K 0.16%
2,673
-25
1 2
3
4 5