RW

REDW Wealth Portfolio holdings

AUM $262M
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.36%
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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-48,874
106
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107
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108
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-4,097
109
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110
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112
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-5,094
113
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-6,663
114
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-9,892
115
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3 4
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