RW
Rede Wealth Portfolio holdings
AUM $283M
AUM
$283M
AUM Growth
+$22.1M (+8%)
Cap. Flow
+$1.06M
Cap. Flow % of AUM
0.37%
Top 10 Holdings %Top 10 Hldgs %
77.3%
Holding
107
New
5
Increased
28
Reduced
55
Closed
2
Top Buys
| 1 | $492K | |
| 2 | $363K | |
| 3 | $278K | |
| 4 | $264K | |
| 5 | $224K |
Top Sells
| 1 | $382K | |
| 2 | $262K | |
| 3 | $206K | |
| 4 | $183K | |
| 5 | $150K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $586K | 0.21% | 2,474 -76 | -3% | -$18K | |||
| $586K | 0.21% | 4,960 -698 | -12% | -$82.5K | |||
| $573K | 0.2% | 1,896 -4 | -0.2% | -$1.21K | |||
| $557K | 0.2% | 32,349 +16,170 | +100% | +$278K | |||
| $542K | 0.19% | 13,768 +444 | +3% | +$17.5K | |||
| $507K | 0.18% | 5,312 | – | – | |||
| $498K | 0.18% | 7,234 -331 | -4% | -$22.8K | |||
| $486K | 0.17% | 4,951 | – | – | |||
| $476K | 0.17% | 9,091 -180 | -2% | -$9.43K | |||
| $475K | 0.17% | 2,142 +15 | +0.7% | +$3.33K | |||
| $460K | 0.16% | 3,469 -337 | -9% | -$44.6K | |||
| $437K | 0.15% | 5,584 -418 | -7% | -$32.7K | |||
| $436K | 0.15% | 1,683 -269 | -14% | -$69.7K | |||
| $415K | 0.15% | 11,272 +831 | +8% | +$30.6K | |||
| $412K | 0.15% | 20,593 -175 | -0.8% | -$3.5K | |||
| $403K | 0.14% | 5,933 -11 | -0.2% | -$746 | |||
| $402K | 0.14% | 5,617 -90 | -2% | -$6.45K | |||
| $396K | 0.14% | 13,468 -687 | -5% | -$20.2K | |||
| $392K | 0.14% | 3,952 -50 | -1% | -$4.96K | |||
| $390K | 0.14% | 2,334 +1 | +0% | +$167 | |||
| $385K | 0.14% | 1,628 -75 | -4% | -$17.7K | |||
| $378K | 0.13% | 9,185 -97 | -1% | -$3.99K | |||
| $369K | 0.13% | 5,973 -102 | -2% | -$6.3K | |||
| $368K | 0.13% | 1,759 -130 | -7% | -$27.2K | |||
| $363K | 0.13% | 18,354 | – | – |
