RW

Rede Wealth Portfolio holdings

AUM $277M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$6.67M
3
+$6.38M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.16M
5
AMZN icon
Amazon
AMZN
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.98%
2 Technology 7.39%
3 Healthcare 5.39%
4 Consumer Discretionary 4.67%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.58%
+8,480
27
$824K 0.56%
+3,844
28
$732K 0.5%
+13,347
29
$724K 0.49%
+8,393
30
$704K 0.48%
+6,577
31
$699K 0.48%
+32,176
32
$678K 0.46%
+34,613
33
$629K 0.43%
+14,980
34
$628K 0.43%
+4,952
35
$574K 0.39%
+3,167
36
$514K 0.35%
+711
37
$500K 0.34%
+1,831
38
$494K 0.34%
+18,138
39
$488K 0.33%
+11,845
40
$486K 0.33%
+2,672
41
$485K 0.33%
+3,285
42
$478K 0.33%
+2,186
43
$469K 0.32%
+2,661
44
$467K 0.32%
+5,075
45
$466K 0.32%
+15,414
46
$452K 0.31%
+15,091
47
$441K 0.3%
+1,898
48
$440K 0.3%
+6,150
49
$434K 0.3%
+7,102
50
$414K 0.28%
+4,868
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