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
$173M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$1.16M
3
+$672K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$531K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$453K

Top Sells

1
+$485K
2
+$386K
3
+$213K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$110K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$88.7K

Sector Composition

1 Financials 47.94%
2 Technology 6.57%
3 Consumer Staples 6.21%
4 Healthcare 5.08%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.29%
7,771
+362
52
$467K 0.27%
17,828
-310
53
$465K 0.27%
2,197
+11
54
$454K 0.26%
4,338
+341
55
$453K 0.26%
+8,291
56
$453K 0.26%
1,210
57
$440K 0.25%
14,459
-632
58
$437K 0.25%
1,898
59
$427K 0.25%
4,868
60
$415K 0.24%
19,156
+8,945
61
$413K 0.24%
5,731
-196
62
$411K 0.24%
15,240
+30
63
$409K 0.24%
3,625
+940
64
$405K 0.23%
1,139
+52
65
$386K 0.22%
6,119
+686
66
$380K 0.22%
7,337
+1,390
67
$379K 0.22%
5,998
-1,104
68
$378K 0.22%
1,715
69
$377K 0.22%
+3,246
70
$370K 0.21%
6,420
-310
71
$370K 0.21%
+7,120
72
$362K 0.21%
+3,275
73
$358K 0.21%
6,706
-21
74
$356K 0.21%
3,367
+151
75
$348K 0.2%
6,604
+500
1 2
3
4 5