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
$239M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$426K
3
+$363K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$335K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$335K

Top Sells

1
+$1.27M
2
+$1.06M
3
+$715K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$602K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$473K

Sector Composition

1 Financials 61%
2 Technology 7.58%
3 Healthcare 3.51%
4 Consumer Discretionary 2.85%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.45%
38,616
+2,929
27
$1.03M 0.43%
3,644
+1
28
$1,000K 0.42%
6,138
-4,392
29
$996K 0.42%
40,454
+8,276
30
$914K 0.38%
13,876
-205
31
$890K 0.37%
1,465
32
$848K 0.36%
31,248
-7,524
33
$823K 0.34%
28,195
+85
34
$775K 0.32%
7,687
-13
35
$751K 0.31%
17,887
+364
36
$740K 0.31%
3,694
+119
37
$729K 0.31%
25,857
-44,997
38
$724K 0.3%
2,897
+120
39
$716K 0.3%
6,832
-5,752
40
$659K 0.28%
2,361
-5
41
$657K 0.28%
4,868
42
$656K 0.27%
5,661
+2,550
43
$650K 0.27%
2,550
44
$633K 0.27%
1,898
45
$601K 0.25%
16,217
-989
46
$593K 0.25%
6,414
+3,163
47
$579K 0.24%
1,203
+50
48
$575K 0.24%
689
+8
49
$573K 0.24%
6,242
+2,436
50
$536K 0.22%
5,863
-32
1
2
3 4