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
$261M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$825K
3
+$736K
4
FLIN icon
Franklin FTSE India ETF
FLIN
+$426K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$286K

Top Sells

1
+$852K
2
+$703K
3
+$587K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$145K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.3K

Sector Composition

1 Financials 59.5%
2 Technology 8.66%
3 Healthcare 3.31%
4 Consumer Discretionary 2.66%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.22%
6,210
+11
52
$567K 0.22%
13,734
+125
53
$561K 0.21%
16,241
+11
54
$537K 0.21%
1,863
-3
55
$521K 0.2%
5,349
+385
56
$513K 0.2%
19,533
+3,887
57
$509K 0.19%
1,944
-218
58
$506K 0.19%
23,020
59
$497K 0.19%
6,016
-211
60
$489K 0.19%
9,292
+671
61
$472K 0.18%
1,988
+16
62
$455K 0.17%
3,757
63
$430K 0.16%
5,367
-407
64
$426K 0.16%
+10,163
65
$416K 0.16%
1,689
66
$411K 0.16%
5,583
+627
67
$404K 0.15%
23,243
+23
68
$398K 0.15%
9,308
+3
69
$389K 0.15%
5,407
-400
70
$377K 0.14%
18,352
71
$366K 0.14%
1,856
-21
72
$365K 0.14%
4,002
73
$339K 0.13%
868
-62
74
$339K 0.13%
14,041
-3,190
75
$332K 0.13%
1,003
1 2
3
4 5