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
126
$289K 0.08%
8,236
-43
127
$287K 0.08%
1,416
128
$279K 0.07%
1,434
-122
129
$277K 0.07%
5,841
+275
130
$275K 0.07%
1,602
131
$271K 0.07%
300
132
$268K 0.07%
2,576
-43
133
$266K 0.07%
1,703
+35
134
$266K 0.07%
10,738
+500
135
$265K 0.07%
2,023
136
$264K 0.07%
846
137
$264K 0.07%
9,129
-973
138
$251K 0.07%
3,207
139
$251K 0.07%
10,807
-150
140
$251K 0.07%
7,215
141
$250K 0.07%
10,501
+200
142
$249K 0.07%
1,277
143
$242K 0.06%
+5,598
144
$242K 0.06%
1,217
-82
145
$233K 0.06%
+3,600
146
$231K 0.06%
10,608
147
$230K 0.06%
1,260
148
$225K 0.06%
9,892
-270
149
$225K 0.06%
2,110
-160
150
$224K 0.06%
3,655
3 4 5
6
7