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
76
$593K 0.16%
11,722
+3,999
77
$578K 0.16%
24,940
-2,728
78
$566K 0.15%
3,833
+1,421
79
$548K 0.15%
5,800
-556
80
$543K 0.15%
2,637
81
$536K 0.14%
1,112
82
$523K 0.14%
21,676
-668
83
$521K 0.14%
6,196
84
$494K 0.13%
5,068
85
$494K 0.13%
2,373
+416
86
$487K 0.13%
16,109
-787
87
$475K 0.13%
2,729
88
$462K 0.12%
+9,270
89
$456K 0.12%
1,352
90
$448K 0.12%
2,561
91
$446K 0.12%
8,647
-197
92
$442K 0.12%
794
+4
93
$441K 0.12%
1,730
+1
94
$435K 0.12%
879
-5
95
$432K 0.12%
1,052
96
$432K 0.12%
17,098
-10,885
97
$426K 0.11%
2,225
98
$422K 0.11%
15,200
99
$399K 0.11%
18,559
+8,851
100
$391K 0.11%
1,388
2 3
4
5 6