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
151
$215K 0.06%
425
-25
152
$214K 0.06%
1,225
+1
153
$212K 0.06%
961
-50
154
$202K 0.05%
+1,328
155
$201K 0.05%
934
-148
156
$178K 0.05%
10,000
157
– –
-2,220
158
– –
-697
159
– –
-1,757
160
– –
-6,794
161
– –
-10,657
162
– –
-1,525
163
– –
-10,000
164
– –
-3,215
165
– –
-7,485
166
– –
-773
3 4 5 6
7