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
$261M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$825K
3
+$736K
4
FLIN icon
Franklin FTSE India ETF
FLIN
+$426K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$286K

Top Sells

1
+$852K
2
+$703K
3
+$587K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$145K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.3K

Sector Composition

1 Financials 59.5%
2 Technology 8.66%
3 Healthcare 3.31%
4 Consumer Discretionary 2.66%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.42%
3,638
27
$1.1M 0.42%
29,822
-528
28
$1.06M 0.41%
41,308
-484
29
$947K 0.36%
1,335
-5
30
$944K 0.36%
35,970
+867
31
$922K 0.35%
33,288
+4,389
32
$826K 0.32%
28,361
+84
33
$825K 0.32%
+32,592
34
$799K 0.31%
17,787
-100
35
$798K 0.31%
2,885
+3
36
$782K 0.3%
3,706
+14
37
$766K 0.29%
7,045
-642
38
$747K 0.29%
7,031
+199
39
$738K 0.28%
4,868
40
$728K 0.28%
10,281
-12,027
41
$719K 0.27%
31,782
42
$670K 0.26%
5,605
+3
43
$659K 0.25%
2,395
+44
44
$657K 0.25%
1,898
45
$656K 0.25%
691
+1
46
$649K 0.25%
9,049
47
$634K 0.24%
2,550
48
$595K 0.23%
1,205
+4
49
$585K 0.22%
6,103
-64
50
$574K 0.22%
19,752
-2,711
1
2
3 4 5