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
$213M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$323K
3
+$310K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$304K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$242K

Top Sells

1
+$529K
2
+$421K
3
+$355K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$269K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$243K

Sector Composition

1 Financials 57.32%
2 Technology 7.21%
3 Healthcare 4.99%
4 Consumer Discretionary 3.58%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.25%
7,228
+68
52
$528K 0.25%
691
+1
53
$523K 0.25%
4,766
+44
54
$518K 0.24%
3,184
-199
55
$502K 0.24%
4,868
56
$488K 0.23%
2,201
+4
57
$483K 0.23%
3,922
+92
58
$480K 0.23%
3,502
+6
59
$444K 0.21%
5,418
+2,048
60
$438K 0.21%
6,000
-590
61
$437K 0.21%
1,221
+6
62
$425K 0.2%
7,619
+84
63
$422K 0.2%
2,259
+12
64
$421K 0.2%
1,540
65
$405K 0.19%
2,502
66
$404K 0.19%
6,514
-90
67
$391K 0.18%
6,010
-173
68
$389K 0.18%
3,922
-284
69
$369K 0.17%
5,881
+4
70
$364K 0.17%
21,529
+617
71
$362K 0.17%
2,694
+125
72
$357K 0.17%
2,131
73
$346K 0.16%
1,616
74
$338K 0.16%
7,323
+111
75
$332K 0.16%
10,675
-265
1 2
3
4 5