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
$168M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$608K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$246K

Top Sells

1
+$620K
2
+$523K
3
+$271K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$254K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$248K

Sector Composition

1 Financials 55.89%
2 Technology 6.76%
3 Healthcare 5.62%
4 Consumer Discretionary 3.31%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$789K 0.47%
39,129
+5,331
27
$787K 0.47%
8,590
-1,474
28
$772K 0.46%
20,327
29
$716K 0.43%
2,700
-9
30
$699K 0.42%
29,411
+71
31
$684K 0.41%
8,357
32
$668K 0.4%
2,954
+2
33
$645K 0.38%
13,092
-335
34
$595K 0.35%
13,674
-1,972
35
$588K 0.35%
6,984
-33
36
$578K 0.34%
5,533
-93
37
$558K 0.33%
6,045
+52
38
$540K 0.32%
8,056
+328
39
$535K 0.32%
2,550
-650
40
$532K 0.32%
6,701
-400
41
$522K 0.31%
11,991
+5
42
$508K 0.3%
1,898
43
$480K 0.29%
18,013
+11
44
$479K 0.28%
10,325
+564
45
$477K 0.28%
9,471
-66
46
$452K 0.27%
1,691
-223
47
$451K 0.27%
+4,925
48
$449K 0.27%
9,300
-2,221
49
$443K 0.26%
3,085
+1
50
$422K 0.25%
4,109
1
2
3 4 5