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
76
$306K 0.11%
+662
77
$306K 0.11%
13,420
-5,084
78
$304K 0.11%
14,251
-6,098
79
$303K 0.11%
4,014
+807
80
$301K 0.1%
10,000
81
$293K 0.1%
5,113
-1,998
82
$291K 0.1%
5,799
-1,001
83
$280K 0.1%
6,926
-966
84
$280K 0.1%
4,632
-723
85
$277K 0.1%
10,725
+1
86
$271K 0.09%
296
-768
87
$270K 0.09%
10,130
-6,903
88
$268K 0.09%
1,950
-921
89
$258K 0.09%
1,277
90
$255K 0.09%
602
-450
91
$249K 0.09%
619
-736
92
$246K 0.09%
3,913
-1,966
93
$244K 0.08%
7,158
-987
94
$238K 0.08%
1,866
-7,382
95
$234K 0.08%
2,066
-488
96
$224K 0.08%
+1,940
97
$218K 0.08%
1,227
-375
98
$218K 0.08%
8,686
-5,364
99
$217K 0.08%
687
-2,213
100
$216K 0.07%
10,608
2 3
4
5 6