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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$481K
3
+$399K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$306K
5
AXP icon
American Express
AXP
+$278K

Top Sells

1
+$8.25M
2
+$155K
3
+$123K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$117K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$116K

Sector Composition

1 Financials 52.75%
2 Technology 6.76%
3 Healthcare 4.83%
4 Consumer Discretionary 3.98%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.57%
9,926
+381
27
$1.01M 0.54%
18,013
-8
28
$995K 0.53%
9,196
-13
29
$887K 0.47%
3,838
30
$877K 0.47%
16,353
+3,097
31
$874K 0.47%
13,856
+741
32
$818K 0.44%
33,888
-760
33
$814K 0.43%
5,233
+1
34
$775K 0.41%
17,169
+1,123
35
$769K 0.41%
6,878
+13
36
$737K 0.39%
3,255
-360
37
$736K 0.39%
33,893
+1,139
38
$686K 0.37%
7,966
+4,634
39
$676K 0.36%
5,983
+198
40
$635K 0.34%
11,600
+3,309
41
$634K 0.34%
4,855
+763
42
$613K 0.33%
4,245
+2,119
43
$603K 0.32%
689
-66
44
$588K 0.31%
1,689
-124
45
$582K 0.31%
2,673
+1
46
$571K 0.3%
2,877
-1
47
$562K 0.3%
3,199
48
$561K 0.3%
6,772
-95
49
$561K 0.3%
5,339
+117
50
$560K 0.3%
17,444
+1,043
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