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
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$849K
3
+$814K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$712K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$681K

Top Sells

1
+$136M
2
+$1.61M
3
+$1.08M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$314K
5
ELV icon
Elevance Health
ELV
+$221K

Sector Composition

1 Technology 19.79%
2 Financials 8.26%
3 Healthcare 7.17%
4 Consumer Discretionary 6.24%
5 Energy 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.47%
6,227
-770
52
$476K 0.44%
1,866
+10
53
$442K 0.41%
8,621
-249
54
$440K 0.41%
23,020
55
$430K 0.4%
1,972
+38
56
$428K 0.39%
2,162
57
$415K 0.38%
23,220
+23
58
$408K 0.38%
17,231
-502
59
$398K 0.37%
15,646
+4,742
60
$386K 0.36%
4,964
-899
61
$382K 0.35%
1,689
62
$381K 0.35%
5,774
-160
63
$377K 0.35%
3,757
+203
64
$373K 0.34%
16,053
+2,461
65
$370K 0.34%
5,807
66
$362K 0.33%
9,305
-262
67
$353K 0.32%
+18,352
68
$348K 0.32%
1,908
-44
69
$334K 0.31%
6,941
-1,157
70
$332K 0.31%
2,120
71
$326K 0.3%
4,002
-44
72
$324K 0.3%
4,956
+5
73
$322K 0.3%
1,877
+6
74
$314K 0.29%
1,003
75
$312K 0.29%
3,138
1 2
3
4 5