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
101
$323K 0.1%
6,172
+197
102
$319K 0.1%
2,135
103
$313K 0.1%
12,834
+306
104
$311K 0.1%
12,914
105
$293K 0.09%
1,980
-60
106
$279K 0.09%
3,005
107
$279K 0.09%
2,822
+544
108
$278K 0.09%
2,364
109
$274K 0.09%
3,119
-90
110
$271K 0.09%
13,508
-7,000
111
$261K 0.08%
914
112
$259K 0.08%
6,794
113
$259K 0.08%
2,555
+224
114
$256K 0.08%
+6,758
115
$256K 0.08%
1,679
+40
116
$254K 0.08%
9,416
+240
117
$252K 0.08%
+7,228
118
$252K 0.08%
6,176
+324
119
$251K 0.08%
8,460
-5,328
120
$249K 0.08%
+7,515
121
$247K 0.08%
+10,719
122
$243K 0.08%
5,939
123
$243K 0.08%
+1,145
124
$238K 0.08%
+1,457
125
$231K 0.07%
3,225
-331
2 3 4
5
6