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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$481K
3
+$399K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$306K
5
AXP icon
American Express
AXP
+$278K

Top Sells

1
+$8.25M
2
+$155K
3
+$123K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$117K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$116K

Sector Composition

1 Financials 52.75%
2 Technology 6.76%
3 Healthcare 4.83%
4 Consumer Discretionary 3.98%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.3%
7,085
-28
52
$553K 0.29%
9,855
+2,084
53
$519K 0.28%
23,876
-406
54
$514K 0.27%
2,197
55
$486K 0.26%
24,280
56
$484K 0.26%
4,868
57
$481K 0.26%
+3,762
58
$475K 0.25%
4,053
+807
59
$464K 0.25%
4,438
+100
60
$453K 0.24%
1,898
61
$433K 0.23%
14,940
-300
62
$427K 0.23%
1,210
63
$423K 0.23%
5,646
-85
64
$417K 0.22%
13,502
-957
65
$416K 0.22%
1,139
66
$409K 0.22%
6,119
67
$408K 0.22%
6,305
-115
68
$398K 0.21%
3,376
+9
69
$391K 0.21%
7,332
-5
70
$388K 0.21%
2,513
+96
71
$385K 0.21%
7,076
-44
72
$380K 0.2%
5,924
-74
73
$370K 0.2%
6,706
74
$360K 0.19%
16,689
-2,467
75
$357K 0.19%
6,604
1 2
3
4 5