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
$211M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$343K
3
+$287K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$248K

Top Sells

1
+$233K
2
+$221K
3
+$170K
4
PG icon
Procter & Gamble
PG
+$166K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Financials 56.49%
2 Technology 8.54%
3 Healthcare 4.47%
4 Consumer Discretionary 3.25%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 0.44%
19,630
-2,059
27
$819K 0.39%
8,916
+2,701
28
$769K 0.37%
20,688
-96
29
$763K 0.36%
28,946
-519
30
$737K 0.35%
6,393
-19
31
$713K 0.34%
2,722
32
$670K 0.32%
7,963
-263
33
$666K 0.32%
7,143
+23
34
$657K 0.31%
1,492
35
$655K 0.31%
1,898
36
$652K 0.31%
6,584
+16
37
$640K 0.3%
2,913
+11
38
$586K 0.28%
17,184
-389
39
$578K 0.27%
2,550
40
$576K 0.27%
11,485
-190
41
$567K 0.27%
7,926
+163
42
$563K 0.27%
16,382
+2,423
43
$562K 0.27%
2,368
+77
44
$537K 0.25%
3,689
-1,599
45
$530K 0.25%
4,868
46
$486K 0.23%
14,021
+431
47
$486K 0.23%
3,087
+1
48
$483K 0.23%
1,228
-1
49
$470K 0.22%
680
-10
50
$468K 0.22%
6,459
+6
1
2
3 4