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
$277M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$191K
3
+$177K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$159K
5
VTV icon
Vanguard Value ETF
VTV
+$130K

Top Sells

1
+$200K
2
+$186K
3
+$178K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$155K
5
ADP icon
Automatic Data Processing
ADP
+$136K

Sector Composition

1 Financials 59.81%
2 Technology 8.47%
3 Consumer Discretionary 2.7%
4 Healthcare 2.5%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.41%
44,749
+897
27
$1.09M 0.39%
6,811
+15
28
$1.06M 0.38%
3,634
29
$1.02M 0.37%
30,620
+2,531
30
$1.01M 0.37%
3,491
-18
31
$1.01M 0.36%
35,930
+3,002
32
$902K 0.33%
2,892
-292
33
$850K 0.31%
27,406
+77
34
$843K 0.3%
4,868
35
$839K 0.3%
4,749
+767
36
$832K 0.3%
10,445
+303
37
$814K 0.29%
2,294
-6
38
$777K 0.28%
31,782
39
$753K 0.27%
17,402
40
$745K 0.27%
2,415
-444
41
$741K 0.27%
31,258
-1,091
42
$728K 0.26%
29,376
+4,164
43
$727K 0.26%
693
44
$718K 0.26%
16,804
+3,036
45
$706K 0.25%
6,074
46
$685K 0.25%
1,219
47
$677K 0.24%
1,898
48
$666K 0.24%
23,020
-210
49
$652K 0.24%
8,949
-100
50
$623K 0.23%
6,640
+211
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2
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