RW
REDW Wealth Portfolio holdings
AUM
$251M
This Quarter Return
+1.79%
1 Year Return
+11.69%
3 Year Return
+43.2%
5 Year Return
+63.49%
10 Year Return
–
AUM
$382M
AUM Growth
+$382M
(+2.8%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
55.34%
Holding
166
New
4
Increased
56
Reduced
61
Closed
10
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.11M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.05M |
| 3 |
NVIDIA
NVDA
|
$1.59M |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
$1.5M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$875K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$2.48M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.22M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.03M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$417K |
| 5 |
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% |
