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
$314M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$3.38M
3
+$3.31M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.29M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.12M

Top Sells

1
+$2.54M
2
+$2.05M
3
+$1.89M
4
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.81M
5
VTV icon
Vanguard Value ETF
VTV
+$1.44M

Sector Composition

1 Technology 5.52%
2 Financials 2.63%
3 Consumer Discretionary 1.44%
4 Industrials 1.11%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$515K 0.16%
3,325
+181
77
$512K 0.16%
1,362
+28
78
$510K 0.16%
2,744
+269
79
$498K 0.16%
7,116
80
$494K 0.16%
5,043
+892
81
$454K 0.14%
18,502
+3
82
$453K 0.14%
5,882
+386
83
$438K 0.14%
2,656
+263
84
$436K 0.14%
1,906
+28
85
$433K 0.14%
2,600
-590
86
$430K 0.14%
910
+192
87
$424K 0.14%
1,028
+28
88
$420K 0.13%
3,245
+275
89
$408K 0.13%
5,130
90
$396K 0.13%
1,938
-46
91
$395K 0.13%
2,215
92
$393K 0.13%
16,758
-1,102
93
$386K 0.12%
1,379
+248
94
$366K 0.12%
1,726
+1
95
$364K 0.12%
5,236
96
$358K 0.11%
782
+3
97
$357K 0.11%
2,639
+300
98
$350K 0.11%
3,360
+102
99
$342K 0.11%
1,452
100
$330K 0.11%
1,351
+74
2 3
4
5 6