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
$172M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.71M
3
+$2.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.24M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.12M

Top Sells

1
+$1.72M
2
+$1.37M
3
+$1.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$953K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$812K

Sector Composition

1 Financials 54.96%
2 Technology 6.79%
3 Healthcare 6.15%
4 Consumer Discretionary 3.11%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$760K 0.44%
8,357
27
$727K 0.42%
3,200
28
$726K 0.42%
15,646
-9,996
29
$716K 0.42%
+12,547
30
$715K 0.42%
29,340
-3,400
31
$707K 0.41%
+33,798
32
$679K 0.39%
13,427
+51
33
$651K 0.38%
+4,939
34
$649K 0.38%
5,993
-1,416
35
$633K 0.37%
5,626
+98
36
$620K 0.36%
2,952
37
$608K 0.35%
2,709
38
$596K 0.35%
7,101
-20,478
39
$588K 0.34%
11,521
-10,733
40
$569K 0.33%
11,986
+37
41
$556K 0.32%
7,728
-222
42
$550K 0.32%
26,264
-8,874
43
$536K 0.31%
1,914
-1,732
44
$536K 0.31%
7,017
-756
45
$524K 0.3%
18,002
+411
46
$512K 0.3%
1,898
47
$495K 0.29%
9,537
-13,269
48
$478K 0.28%
+9,761
49
$447K 0.26%
3,084
-100
50
$446K 0.26%
5,385
-7,043
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