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
$211M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$343K
3
+$287K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$248K

Top Sells

1
+$233K
2
+$221K
3
+$170K
4
PG icon
Procter & Gamble
PG
+$166K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Financials 56.49%
2 Technology 8.54%
3 Healthcare 4.47%
4 Consumer Discretionary 3.25%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$455K 0.22%
14,983
+8
52
$444K 0.21%
7,136
+166
53
$416K 0.2%
4,977
-28
54
$412K 0.2%
8,744
-605
55
$405K 0.19%
5,553
-246
56
$397K 0.19%
6,140
+38
57
$395K 0.19%
4,033
-56
58
$395K 0.19%
2,131
59
$387K 0.18%
7,483
-7
60
$386K 0.18%
24,205
-1,900
61
$384K 0.18%
6,000
62
$362K 0.17%
6,017
-500
63
$360K 0.17%
974
-7
64
$357K 0.17%
1,852
+236
65
$354K 0.17%
5,808
66
$351K 0.17%
6,938
-782
67
$346K 0.16%
1,690
+150
68
$343K 0.16%
+8,194
69
$340K 0.16%
3,185
-126
70
$339K 0.16%
3,297
-570
71
$331K 0.16%
2,460
+29
72
$331K 0.16%
4,534
+396
73
$326K 0.15%
23,131
+23
74
$294K 0.14%
19,399
-1,053
75
$287K 0.14%
+3,543
1 2
3
4