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
$199M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$272K
3
+$261K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$176K
5
VB icon
Vanguard Small-Cap ETF
VB
+$93.4K

Top Sells

1
+$561K
2
+$524K
3
+$395K
4
BMY icon
Bristol-Myers Squibb
BMY
+$384K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$367K

Sector Composition

1 Financials 60.81%
2 Technology 7.44%
3 Healthcare 3.99%
4 Consumer Discretionary 2.95%
5 Energy 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$794K 0.4%
29,026
+80
27
$724K 0.36%
15,326
-4,304
28
$681K 0.34%
2,722
29
$668K 0.33%
2,775
-138
30
$656K 0.33%
8,052
+89
31
$615K 0.31%
1,898
32
$581K 0.29%
7,732
-194
33
$568K 0.28%
17,523
-3,165
34
$563K 0.28%
1,492
35
$560K 0.28%
6,140
-444
36
$548K 0.27%
5,969
-2,947
37
$546K 0.27%
16,259
-123
38
$544K 0.27%
2,366
-2
39
$529K 0.27%
17,196
+12
40
$515K 0.26%
3,550
-139
41
$511K 0.26%
4,868
42
$502K 0.25%
2,550
43
$484K 0.24%
14,423
+402
44
$457K 0.23%
1,155
-73
45
$440K 0.22%
681
+1
46
$429K 0.22%
7,161
+25
47
$429K 0.22%
14,991
+8
48
$404K 0.2%
8,926
+182
49
$371K 0.19%
2,200
-887
50
$362K 0.18%
+16,342
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