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
76
$615K 0.16%
16,665
77
$537K 0.14%
2,373
78
$535K 0.14%
2,537
-100
79
$529K 0.14%
14,848
+7,878
80
$526K 0.14%
2,704
-25
81
$517K 0.14%
5,675
-125
82
$515K 0.13%
21,390
-286
83
$511K 0.13%
20,567
+5,081
84
$504K 0.13%
5,018
-50
85
$502K 0.13%
6,196
86
$493K 0.13%
1,352
87
$478K 0.13%
16,109
88
$472K 0.12%
9,470
+200
89
$470K 0.12%
1,065
-47
90
$469K 0.12%
3,323
+300
91
$463K 0.12%
8,647
92
$455K 0.12%
17,141
+43
93
$448K 0.12%
879
94
$440K 0.12%
14,198
-4,554
95
$439K 0.12%
2,661
+100
96
$437K 0.11%
2,512
+18
97
$435K 0.11%
20,349
+1,790
98
$432K 0.11%
2,225
99
$432K 0.11%
3,755
-1,606
100
$426K 0.11%
796
+2
2 3
4
5 6