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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$6.67M
3
+$6.38M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.16M
5
AMZN icon
Amazon
AMZN
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.98%
2 Technology 7.39%
3 Healthcare 5.39%
4 Consumer Discretionary 4.67%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.28%
+5,927
52
$389K 0.26%
+6,730
53
$389K 0.26%
+1,087
54
$389K 0.26%
+4,469
55
$386K 0.26%
+15,210
56
$369K 0.25%
+7,409
57
$359K 0.24%
+16,379
58
$358K 0.24%
+1,715
59
$348K 0.24%
+6,727
60
$346K 0.24%
+3,997
61
$338K 0.23%
+3,925
62
$337K 0.23%
+5,433
63
$336K 0.23%
+3,216
64
$335K 0.23%
+6,104
65
$332K 0.23%
+3,012
66
$330K 0.22%
+15,585
67
$326K 0.22%
+1,210
68
$322K 0.22%
+2,685
69
$317K 0.22%
+2,012
70
$316K 0.22%
+2,131
71
$303K 0.21%
+23,200
72
$299K 0.2%
+2,151
73
$294K 0.2%
+4,032
74
$287K 0.2%
+10,522
75
$287K 0.2%
+3,862
1 2
3
4