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
$192M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$568K
3
+$417K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$411K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$376K

Top Sells

1
+$1.96M
2
+$596K
3
+$552K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$326K
5
WCN icon
Waste Connections
WCN
+$304K

Sector Composition

1 Financials 56.02%
2 Technology 7.99%
3 Healthcare 4.71%
4 Consumer Discretionary 3.02%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.51%
35,310
27
$808K 0.42%
20,784
28
$763K 0.4%
29,465
-23
29
$754K 0.39%
6,412
+27
30
$689K 0.36%
5,288
+2
31
$684K 0.36%
6,568
-432
32
$674K 0.35%
7,120
+5
33
$646K 0.34%
2,902
-5
34
$642K 0.33%
8,226
+361
35
$598K 0.31%
1,898
36
$590K 0.31%
11,675
+85
37
$571K 0.3%
6,215
-6,011
38
$565K 0.29%
2,722
39
$541K 0.28%
2,550
40
$526K 0.27%
17,573
41
$525K 0.27%
7,763
+494
42
$517K 0.27%
2,291
+67
43
$515K 0.27%
1,492
44
$511K 0.27%
14,975
+18
45
$504K 0.26%
3,086
46
$503K 0.26%
26,105
47
$476K 0.25%
13,959
+2,463
48
$463K 0.24%
13,590
+1,398
49
$462K 0.24%
690
+1
50
$462K 0.24%
6,453
+45
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