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
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$367K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$297K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$275K

Top Sells

1
+$411K
2
+$331K
3
+$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$280K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.3%
18,919
+1,475
52
$563K 0.3%
7,215
+130
53
$542K 0.29%
1,898
54
$540K 0.29%
4,646
+593
55
$540K 0.29%
26,060
+1,780
56
$522K 0.28%
24,106
+230
57
$493K 0.26%
4,868
58
$489K 0.26%
2,197
59
$475K 0.25%
2,473
-200
60
$475K 0.25%
+7,924
61
$452K 0.24%
3,810
+434
62
$421K 0.22%
1,211
+72
63
$414K 0.22%
4,082
-356
64
$409K 0.22%
6,244
-61
65
$407K 0.22%
7,477
+145
66
$406K 0.22%
1,211
+1
67
$403K 0.21%
2,775
+262
68
$401K 0.21%
6,765
+646
69
$375K 0.2%
7,117
+2,761
70
$373K 0.2%
4,347
+207
71
$372K 0.2%
5,009
-637
72
$368K 0.2%
2,196
+516
73
$365K 0.19%
7,298
+222
74
$364K 0.19%
16,913
+224
75
$353K 0.19%
16,741
-75
1 2
3
4 5