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
$199M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$219K
3
+$207K
4
SLAB icon
Silicon Laboratories
SLAB
+$206K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$115K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$480K
4
DE icon
Deere & Co
DE
+$406K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$353K

Sector Composition

1 Financials 52.76%
2 Technology 8.27%
3 Healthcare 5.21%
4 Consumer Discretionary 4.26%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.28%
7,160
-55
52
$559K 0.28%
4,868
53
$549K 0.28%
4,722
+76
54
$542K 0.27%
3,496
55
$519K 0.26%
3,830
+20
56
$478K 0.24%
7,535
+58
57
$476K 0.24%
2,197
58
$444K 0.22%
6,183
-61
59
$436K 0.22%
1,215
+4
60
$434K 0.22%
20,912
+1,952
61
$429K 0.22%
1,277
-437
62
$428K 0.22%
2,569
-206
63
$426K 0.21%
19,867
-4,239
64
$421K 0.21%
7,186
+69
65
$411K 0.21%
6,590
-175
66
$397K 0.2%
3,383
-699
67
$391K 0.2%
6,604
-100
68
$390K 0.2%
5,877
-96
69
$388K 0.2%
1,540
70
$372K 0.19%
11,480
71
$370K 0.19%
2,131
-200
72
$368K 0.19%
2,247
+51
73
$362K 0.18%
4,206
-141
74
$360K 0.18%
4,826
-183
75
$357K 0.18%
7,212
-86
1 2
3
4 5