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
$187M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$724K
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$506K

Top Sells

1
+$937K
2
+$687K
3
+$637K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$595K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$422K

Sector Composition

1 Financials 57.66%
2 Technology 6.32%
3 Healthcare 5.44%
4 Consumer Discretionary 2.62%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$424K 0.23%
1,218
-10
52
$421K 0.22%
6,408
-451
53
$417K 0.22%
+12,192
54
$415K 0.22%
6,517
+3
55
$401K 0.21%
3,970
+52
56
$389K 0.21%
2,407
-86
57
$386K 0.21%
5,794
-95
58
$385K 0.21%
2,131
59
$383K 0.2%
7,738
-1,562
60
$379K 0.2%
+11,496
61
$372K 0.2%
7,967
-2,358
62
$363K 0.19%
4,868
63
$360K 0.19%
7,548
-106
64
$356K 0.19%
1,616
65
$340K 0.18%
6,964
+2,447
66
$335K 0.18%
2,722
+22
67
$329K 0.18%
2,257
-523
68
$326K 0.17%
8,119
-1,106
69
$323K 0.17%
1,212
-479
70
$319K 0.17%
1,540
71
$304K 0.16%
+316
72
$294K 0.16%
3,311
-325
73
$292K 0.16%
2,494
-12
74
$289K 0.15%
3,411
-3,290
75
$283K 0.15%
3,254
+52
1 2
3
4