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
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$1.27M
3
+$1.27M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.07M

Top Sells

1
+$2.28M
2
+$1.97M
3
+$1.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.09M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$935K

Sector Composition

1 Financials 59%
2 Technology 8.16%
3 Healthcare 3.84%
4 Consumer Discretionary 3%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.23%
1,153
-2
52
$480K 0.23%
10,086
-9,834
53
$462K 0.22%
5,934
54
$454K 0.22%
18,764
+2,422
55
$426K 0.2%
8,810
-6,516
56
$415K 0.2%
1,689
-31
57
$393K 0.19%
10,947
-3,476
58
$389K 0.18%
23,175
-155
59
$383K 0.18%
1,696
60
$364K 0.17%
3,111
-41
61
$351K 0.17%
23,173
+21
62
$348K 0.17%
3,806
-2,163
63
$337K 0.16%
4,647
+5
64
$333K 0.16%
814
-160
65
$333K 0.16%
4,409
-463
66
$332K 0.16%
9,367
-6,892
67
$319K 0.15%
5,407
68
$316K 0.15%
2,119
-81
69
$306K 0.15%
3,251
-28
70
$296K 0.14%
4,212
-75
71
$285K 0.14%
5,976
-2,950
72
$285K 0.14%
3,780
-460
73
$270K 0.13%
2,958
-1,295
74
$270K 0.13%
3,210
+31
75
$265K 0.13%
5,242
+78
1 2
3
4