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
$239M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$426K
3
+$363K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$335K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$335K

Top Sells

1
+$1.27M
2
+$1.06M
3
+$715K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$602K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$473K

Sector Composition

1 Financials 61%
2 Technology 7.58%
3 Healthcare 3.51%
4 Consumer Discretionary 2.85%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.22%
6,997
-310
52
$481K 0.2%
1,856
+160
53
$458K 0.19%
5,934
54
$455K 0.19%
8,870
+4,013
55
$442K 0.19%
1,934
-1,126
56
$423K 0.18%
17,733
-1,031
57
$415K 0.17%
1,689
58
$407K 0.17%
23,197
+24
59
$405K 0.17%
23,020
-155
60
$391K 0.16%
8,098
-712
61
$384K 0.16%
3,138
+300
62
$380K 0.16%
2,162
-185
63
$373K 0.16%
9,567
-5,392
64
$358K 0.15%
806
-8
65
$355K 0.15%
5,807
+400
66
$347K 0.15%
3,554
+344
67
$347K 0.15%
4,951
+304
68
$341K 0.14%
1,871
+226
69
$336K 0.14%
918
+123
70
$334K 0.14%
2,120
+1
71
$324K 0.14%
4,046
-166
72
$321K 0.13%
6,425
+1,183
73
$320K 0.13%
+6,935
74
$319K 0.13%
+13,592
75
$314K 0.13%
1,003
1 2
3
4