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
$199M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$219K
3
+$207K
4
SLAB icon
Silicon Laboratories
SLAB
+$206K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$115K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$480K
4
DE icon
Deere & Co
DE
+$406K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$353K

Sector Composition

1 Financials 52.76%
2 Technology 8.27%
3 Healthcare 5.21%
4 Consumer Discretionary 4.26%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.52%
3,839
+1
27
$1.01M 0.51%
9,381
-77
28
$997K 0.5%
2,829
-291
29
$990K 0.5%
6,678
-342
30
$987K 0.5%
11,550
+391
31
$953K 0.48%
3,200
-1,000
32
$902K 0.45%
6,982
+893
33
$874K 0.44%
7,637
+491
34
$870K 0.44%
5,492
+8
35
$801K 0.4%
6,846
+13
36
$768K 0.39%
26,130
+70
37
$739K 0.37%
12,072
-597
38
$723K 0.36%
18,186
+111
39
$720K 0.36%
2,923
-2
40
$717K 0.36%
32,666
-826
41
$714K 0.36%
5,548
-20
42
$699K 0.35%
11,946
-18,331
43
$678K 0.34%
12,576
-20
44
$672K 0.34%
7,231
+12
45
$661K 0.33%
17,582
-1,337
46
$660K 0.33%
12,804
+100
47
$653K 0.33%
35,138
-2,329
48
$631K 0.32%
690
49
$630K 0.32%
5,758
+81
50
$570K 0.29%
1,898
1
2
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