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
126
$292K 0.08%
1,602
127
$285K 0.08%
11,547
128
$282K 0.08%
363
129
$281K 0.08%
10,759
-1,165
130
$281K 0.08%
672
131
$278K 0.07%
+10,916
132
$266K 0.07%
5,566
-1,027
133
$265K 0.07%
2,023
-229
134
$263K 0.07%
1,668
+106
135
$258K 0.07%
1,011
-250
136
$256K 0.07%
3,207
137
$256K 0.07%
7,215
138
$255K 0.07%
+10,238
139
$255K 0.07%
+10,957
140
$250K 0.07%
450
141
$246K 0.07%
6,794
142
$246K 0.07%
10,301
+1,159
143
$241K 0.06%
846
144
$237K 0.06%
+6,970
145
$234K 0.06%
10,162
-1,142
146
$233K 0.06%
1,277
147
$232K 0.06%
1,260
-115
148
$228K 0.06%
10,608
149
$226K 0.06%
3,655
150
$223K 0.06%
+1,082
3 4 5
6
7