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
$192M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$568K
3
+$417K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$411K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$376K

Top Sells

1
+$1.96M
2
+$596K
3
+$552K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$326K
5
WCN icon
Waste Connections
WCN
+$304K

Sector Composition

1 Financials 56.02%
2 Technology 7.99%
3 Healthcare 4.71%
4 Consumer Discretionary 3.02%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.24%
4,868
52
$449K 0.23%
9,349
+1,382
53
$447K 0.23%
1,229
+11
54
$440K 0.23%
5,005
+6
55
$416K 0.22%
6,000
56
$411K 0.21%
+3,867
57
$404K 0.21%
5,799
+5
58
$404K 0.21%
6,517
59
$400K 0.21%
4,089
+119
60
$396K 0.21%
7,720
-18
61
$392K 0.2%
7,490
-58
62
$389K 0.2%
6,970
+6
63
$388K 0.2%
2,131
64
$387K 0.2%
2,431
+24
65
$356K 0.19%
+3,596
66
$344K 0.18%
3,431
+177
67
$334K 0.17%
5,808
-2,298
68
$334K 0.17%
+3,026
69
$333K 0.17%
3,311
70
$317K 0.17%
2,586
+92
71
$315K 0.16%
981
-231
72
$314K 0.16%
1,616
73
$310K 0.16%
1,540
74
$297K 0.16%
4,138
+261
75
$293K 0.15%
6,102
+255
1 2
3
4