RW

Rede Wealth Portfolio holdings

AUM $288M
1-Year Est. Return 22.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$401K
3
+$370K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$278K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$210K

Top Sells

1
+$432K
2
+$263K
3
+$245K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$214K
5
HXL icon
Hexcel
HXL
+$213K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.39%
44,060
+8,587
27
$1.05M 0.37%
7,265
28
$1.03M 0.36%
21,602
-8,005
29
$1.03M 0.36%
43,852
+2,020
30
$959K 0.34%
28,089
+2,666
31
$933K 0.33%
27,329
+73
32
$873K 0.31%
2,859
-2
33
$863K 0.3%
32,928
+582
34
$861K 0.3%
3,509
-53
35
$806K 0.28%
2,300
-56
36
$789K 0.28%
17,402
-100
37
$757K 0.27%
1,898
38
$751K 0.27%
10,142
-2,783
39
$702K 0.25%
31,782
40
$688K 0.24%
3,982
+99
41
$684K 0.24%
4,868
42
$676K 0.24%
9,049
43
$668K 0.24%
1,219
44
$657K 0.23%
23,230
+210
45
$656K 0.23%
693
+1
46
$636K 0.22%
25,212
+4,479
47
$623K 0.22%
5,896
-2,484
48
$622K 0.22%
6,074
-660
49
$603K 0.21%
6,429
-99
50
$589K 0.21%
6,421
-131
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2
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