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
$168M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$608K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$246K

Top Sells

1
+$620K
2
+$523K
3
+$271K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$254K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$248K

Sector Composition

1 Financials 55.89%
2 Technology 6.76%
3 Healthcare 5.62%
4 Consumer Discretionary 3.31%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.24%
5,700
52
$403K 0.24%
26,264
53
$395K 0.23%
2,224
+23
54
$385K 0.23%
6,859
-20
55
$381K 0.23%
4,697
-688
56
$378K 0.22%
687
-6
57
$365K 0.22%
6,514
58
$365K 0.22%
2,780
-456
59
$357K 0.21%
4,868
60
$349K 0.21%
1,228
61
$349K 0.21%
1,484
+1
62
$349K 0.21%
3,409
+702
63
$348K 0.21%
2,131
64
$341K 0.2%
9,225
-25
65
$335K 0.2%
2,493
-10
66
$323K 0.19%
5,889
+4
67
$323K 0.19%
26,560
+1,000
68
$320K 0.19%
3,918
69
$306K 0.18%
7,654
-185
70
$304K 0.18%
3,636
-61
71
$302K 0.18%
3,202
-300
72
$300K 0.18%
1,540
73
$294K 0.17%
1,616
74
$292K 0.17%
12,844
75
$290K 0.17%
2,152
-100
1 2
3
4 5