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
101
$211K 0.07%
8,485
-2,253
102
$211K 0.07%
752
-21
103
$208K 0.07%
7,155
-1,339
104
$200K 0.07%
1,384
-424
105
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-2,545
106
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-1,050
107
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-846
108
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-1,435
109
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-16,665
110
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-2,631
111
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-2,220
112
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-2,605
113
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-6,362
114
– –
-10,847
115
– –
-16,109
116
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-2,023
117
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-3,168
118
– –
-4,855
119
– –
-3,107
120
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-17,559
121
– –
-31,876
122
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-18,130
123
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-7,215
124
– –
-12,800
125
– –
-1,186
3 4
5
6 7