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
$173M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$1.16M
3
+$672K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$531K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$453K

Top Sells

1
+$485K
2
+$386K
3
+$213K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$110K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$88.7K

Sector Composition

1 Financials 47.94%
2 Technology 6.57%
3 Consumer Staples 6.21%
4 Healthcare 5.08%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.59%
6,286
+323
27
$999K 0.58%
9,209
+6,197
28
$966K 0.56%
13,955
+22
29
$959K 0.56%
9,545
+1,065
30
$860K 0.5%
3,838
-6
31
$805K 0.47%
3,615
-105
32
$797K 0.46%
5,232
+280
33
$763K 0.44%
34,648
+35
34
$750K 0.43%
6,865
+288
35
$749K 0.43%
32,754
+578
36
$732K 0.42%
13,115
+1,270
37
$700K 0.41%
13,256
-91
38
$695K 0.4%
16,046
+1,066
39
$628K 0.36%
5,785
+710
40
$620K 0.36%
2,672
41
$590K 0.34%
3,199
+32
42
$569K 0.33%
755
+44
43
$543K 0.31%
2,878
+217
44
$540K 0.31%
7,113
+3,081
45
$535K 0.31%
5,222
+753
46
$534K 0.31%
1,813
-18
47
$531K 0.31%
+4,092
48
$529K 0.31%
24,282
+7,903
49
$527K 0.31%
16,401
+987
50
$524K 0.3%
6,867
+717
1
2
3 4 5