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
101
$384K 0.1%
15,486
+6,137
102
$384K 0.1%
6,001
103
$380K 0.1%
16,668
+3,730
104
$380K 0.1%
3,023
+18
105
$378K 0.1%
15,793
-1,037
106
$378K 0.1%
7,019
-2,199
107
$369K 0.1%
963
+66
108
$364K 0.1%
627
+5
109
$360K 0.1%
5,017
+45
110
$355K 0.1%
1,025
111
$347K 0.09%
2,192
-487
112
$339K 0.09%
2,494
+154
113
$334K 0.09%
1,112
114
$328K 0.09%
+10,904
115
$321K 0.09%
6,422
+60
116
$312K 0.08%
4,170
117
$307K 0.08%
1,556
-4
118
$305K 0.08%
300
119
$298K 0.08%
1,416
120
$298K 0.08%
2,619
+65
121
$298K 0.08%
1,439
122
$297K 0.08%
8,279
-36
123
$294K 0.08%
2,538
124
$294K 0.08%
3,215
+296
125
$292K 0.08%
10,102
+335
3 4
5
6 7