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
-$486K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$575K
3
+$267K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$233K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$167K

Top Sells

1
+$681K
2
+$456K
3
+$275K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$225K
5
IDU icon
iShares US Utilities ETF
IDU
+$212K

Sector Composition

1 Financials 59.04%
2 Technology 9.12%
3 Consumer Discretionary 3.05%
4 Healthcare 2.9%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.41%
41,832
+524
27
$1.05M 0.4%
3,634
-4
28
$984K 0.38%
12,925
-2,961
29
$958K 0.37%
36,610
+640
30
$896K 0.34%
32,346
-942
31
$884K 0.34%
8,380
+1,349
32
$862K 0.33%
35,473
+2,881
33
$855K 0.33%
27,256
-1,105
34
$854K 0.33%
3,562
-144
35
$838K 0.32%
2,861
-24
36
$797K 0.31%
+25,423
37
$788K 0.3%
1,952
+8
38
$777K 0.3%
4,868
39
$745K 0.29%
2,356
-39
40
$742K 0.28%
6,734
-311
41
$737K 0.28%
31,782
42
$710K 0.27%
692
+1
43
$700K 0.27%
17,502
-285
44
$682K 0.26%
1,898
45
$657K 0.25%
3,883
-2,693
46
$654K 0.25%
5,658
+53
47
$642K 0.25%
1,219
+14
48
$633K 0.24%
9,049
49
$599K 0.23%
6,552
+342
50
$599K 0.23%
2,550
1
2
3 4 5