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
$172M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.71M
3
+$2.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.24M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.12M

Top Sells

1
+$1.72M
2
+$1.37M
3
+$1.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$953K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$812K

Sector Composition

1 Financials 54.96%
2 Technology 6.79%
3 Healthcare 6.15%
4 Consumer Discretionary 3.11%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.26%
3,236
-3,578
52
$439K 0.25%
5,700
-300
53
$437K 0.25%
4,109
-657
54
$433K 0.25%
2,201
55
$431K 0.25%
4,210
+1,918
56
$430K 0.25%
6,879
-349
57
$422K 0.25%
693
+2
58
$410K 0.24%
6,514
59
$389K 0.23%
4,868
60
$387K 0.22%
1,228
+7
61
$387K 0.22%
25,560
-230
62
$383K 0.22%
2,503
+1
63
$377K 0.22%
3,918
-4
64
$366K 0.21%
5,885
+4
65
$363K 0.21%
9,250
+2,723
66
$355K 0.21%
2,131
67
$344K 0.2%
9,193
-2,566
68
$334K 0.19%
7,839
+220
69
$331K 0.19%
3,502
70
$328K 0.19%
2,885
-5,197
71
$328K 0.19%
1,540
72
$323K 0.19%
3,697
-8,736
73
$318K 0.18%
1,616
74
$312K 0.18%
2,252
-7
75
$311K 0.18%
2,707
-4,212
1 2
3
4 5