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
$199M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$272K
3
+$261K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$176K
5
VB icon
Vanguard Small-Cap ETF
VB
+$93.4K

Top Sells

1
+$561K
2
+$524K
3
+$395K
4
BMY icon
Bristol-Myers Squibb
BMY
+$384K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$367K

Sector Composition

1 Financials 60.81%
2 Technology 7.44%
3 Healthcare 3.99%
4 Consumer Discretionary 2.95%
5 Energy 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.18%
3,152
-3,241
52
$355K 0.18%
23,152
+21
53
$353K 0.18%
1,696
-156
54
$350K 0.18%
23,330
-875
55
$350K 0.18%
1,720
+30
56
$349K 0.17%
974
57
$337K 0.17%
4,872
+338
58
$333K 0.17%
4,253
-724
59
$324K 0.16%
5,934
-206
60
$322K 0.16%
4,642
-911
61
$303K 0.15%
5,407
-610
62
$292K 0.15%
4,240
-2,219
63
$291K 0.15%
3,279
-3,864
64
$278K 0.14%
5,164
-2,319
65
$272K 0.14%
+4,287
66
$265K 0.13%
1,001
+5
67
$257K 0.13%
2,730
+2
68
$253K 0.13%
1,808
-31
69
$252K 0.13%
5,051
-6,434
70
$250K 0.13%
5,134
-1,804
71
$244K 0.12%
1,640
-820
72
$242K 0.12%
19,461
+62
73
$240K 0.12%
2,309
-876
74
$232K 0.12%
2,469
75
$229K 0.11%
3,179
-854
1 2
3
4