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
$213M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$323K
3
+$310K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$304K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$242K

Top Sells

1
+$529K
2
+$421K
3
+$355K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$269K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$243K

Sector Composition

1 Financials 57.32%
2 Technology 7.21%
3 Healthcare 4.99%
4 Consumer Discretionary 3.58%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.47%
8,082
+1,100
27
$1M 0.47%
8,194
+2,646
28
$997K 0.47%
12,074
+2
29
$973K 0.46%
2,709
-120
30
$953K 0.45%
9,901
-126
31
$949K 0.45%
3,839
32
$922K 0.43%
7,409
+142
33
$914K 0.43%
6,919
+241
34
$913K 0.43%
3,200
35
$845K 0.4%
32,740
+74
36
$812K 0.38%
7,525
-112
37
$757K 0.36%
2,021
+19
38
$753K 0.35%
5,528
+36
39
$707K 0.33%
7,773
+927
40
$704K 0.33%
25,790
-340
41
$692K 0.33%
13,376
+800
42
$689K 0.32%
7,950
+719
43
$678K 0.32%
11,949
+3
44
$677K 0.32%
18,427
+241
45
$671K 0.32%
2,952
+29
46
$659K 0.31%
17,591
+9
47
$627K 0.29%
35,138
48
$618K 0.29%
1,898
49
$596K 0.28%
5,698
-60
50
$583K 0.27%
11,759
-1,045
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