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
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$1.27M
3
+$1.27M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.07M

Top Sells

1
+$2.28M
2
+$1.97M
3
+$1.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.09M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$935K

Sector Composition

1 Financials 59%
2 Technology 8.16%
3 Healthcare 3.84%
4 Consumer Discretionary 3%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.51%
+16,810
27
$1.04M 0.49%
+35,687
28
$973K 0.46%
38,772
-32,094
29
$956K 0.45%
6,524
+73
30
$921K 0.44%
+13,716
31
$907K 0.43%
+5,384
32
$882K 0.42%
14,081
-261
33
$760K 0.36%
+32,178
34
$741K 0.35%
28,110
-916
35
$713K 0.34%
1,465
-27
36
$701K 0.33%
7,700
-352
37
$661K 0.31%
17,523
38
$653K 0.31%
3,060
-3,246
39
$647K 0.31%
2,777
+2
40
$616K 0.29%
2,366
41
$608K 0.29%
3,575
+25
42
$603K 0.29%
2,550
43
$598K 0.28%
4,868
44
$597K 0.28%
17,206
+10
45
$583K 0.28%
2,347
-375
46
$566K 0.27%
5,895
-245
47
$553K 0.26%
681
48
$552K 0.26%
1,898
49
$552K 0.26%
14,959
-32
50
$508K 0.24%
7,307
+146
1
2
3 4