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
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$367K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$297K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$275K

Top Sells

1
+$411K
2
+$331K
3
+$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$280K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.57%
14,602
-231
27
$1.02M 0.55%
9,458
+262
28
$1.01M 0.54%
7,020
+2,775
29
$1M 0.54%
4,200
30
$961K 0.51%
11,159
+3,193
31
$925K 0.49%
3,838
32
$898K 0.48%
5,484
+251
33
$875K 0.47%
16,334
-19
34
$806K 0.43%
3,120
-135
35
$780K 0.42%
7,146
+1,163
36
$777K 0.41%
6,089
+2,327
37
$764K 0.41%
37,467
+3,574
38
$754K 0.4%
6,833
-45
39
$749K 0.4%
18,075
+906
40
$745K 0.4%
12,669
-1,187
41
$725K 0.39%
33,492
-396
42
$725K 0.39%
5,568
+713
43
$688K 0.37%
12,596
+996
44
$677K 0.36%
12,704
+2,849
45
$601K 0.32%
7,219
+447
46
$591K 0.32%
3,496
+297
47
$584K 0.31%
2,925
+48
48
$582K 0.31%
1,714
+25
49
$578K 0.31%
690
+1
50
$572K 0.3%
5,677
+338
1
2
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