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
101
$419K 0.11%
17,465
+1,672
102
$418K 0.11%
2,871
-962
103
$416K 0.11%
5,878
-123
104
$411K 0.11%
18,133
+1,465
105
$399K 0.1%
13,500
-1,700
106
$393K 0.1%
1,052
107
$392K 0.1%
5,057
+40
108
$376K 0.1%
7,023
+4
109
$366K 0.1%
+5,359
110
$361K 0.09%
1,681
-49
111
$359K 0.09%
2,455
+263
112
$354K 0.09%
14,050
+3,134
113
$354K 0.09%
1,388
114
$346K 0.09%
625
-2
115
$345K 0.09%
4,170
116
$341K 0.09%
1,125
+100
117
$329K 0.09%
363
118
$325K 0.09%
11,959
+1,200
119
$316K 0.08%
917
-46
120
$306K 0.08%
990
-122
121
$304K 0.08%
672
122
$302K 0.08%
6,362
-60
123
$299K 0.08%
1,439
124
$296K 0.08%
11,447
-100
125
$293K 0.08%
2,538
3 4
5
6 7