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
$187M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$724K
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$506K

Top Sells

1
+$937K
2
+$687K
3
+$637K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$595K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$422K

Sector Composition

1 Financials 57.66%
2 Technology 6.32%
3 Healthcare 5.44%
4 Consumer Discretionary 2.62%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.51%
5,161
+91
27
$840K 0.45%
8,622
+265
28
$819K 0.44%
20,784
+457
29
$734K 0.39%
6,385
-1,005
30
$711K 0.38%
29,488
+77
31
$709K 0.38%
5,286
-247
32
$694K 0.37%
7,000
+16
33
$694K 0.37%
2,907
-47
34
$660K 0.35%
7,115
-1,475
35
$644K 0.34%
14,957
+2,966
36
$628K 0.34%
2,550
37
$577K 0.31%
11,590
-1,502
38
$570K 0.3%
1,898
39
$565K 0.3%
7,865
-191
40
$554K 0.3%
3,086
+1
41
$544K 0.29%
17,573
-440
42
$539K 0.29%
21,892
-17,064
43
$516K 0.28%
35,310
+8,750
44
$501K 0.27%
4,999
-1,046
45
$488K 0.26%
689
+2
46
$481K 0.26%
26,105
-159
47
$462K 0.25%
2,224
48
$440K 0.24%
1,492
+8
49
$437K 0.23%
8,106
-1,365
50
$432K 0.23%
6,000
+300
1
2
3 4