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
51
$859K 0.3%
3,573
+355
52
$848K 0.29%
2,337
+493
53
$671K 0.23%
11,240
-7,334
54
$667K 0.23%
1,140
-150
55
$660K 0.23%
7,304
-4,164
56
$645K 0.22%
1,198
-225
57
$642K 0.22%
4,777
-8,883
58
$601K 0.21%
+9,896
59
$591K 0.21%
3,101
-3,200
60
$584K 0.2%
19,162
61
$567K 0.2%
2,997
-3,929
62
$562K 0.2%
30,358
-42,116
63
$546K 0.19%
10,825
-2,308
64
$513K 0.18%
21,310
-86
65
$424K 0.15%
15,212
-1,280
66
$396K 0.14%
+15,127
67
$395K 0.14%
693
-105
68
$367K 0.13%
2,190
-2,427
69
$362K 0.13%
9,371
-8,583
70
$354K 0.12%
4,000
-2,196
71
$346K 0.12%
1,752
-546
72
$338K 0.12%
1,453
-280
73
$330K 0.11%
3,069
-626
74
$324K 0.11%
1,943
-1,380
75
$315K 0.11%
4,345
-2,803
1 2
3
4 5