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
-$486K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$575K
3
+$267K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$233K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$167K

Top Sells

1
+$681K
2
+$456K
3
+$275K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$225K
5
IDU icon
iShares US Utilities ETF
IDU
+$212K

Sector Composition

1 Financials 59.04%
2 Technology 9.12%
3 Consumer Discretionary 3.05%
4 Healthcare 2.9%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.23%
6,528
+425
52
$565K 0.22%
5,312
-55
53
$530K 0.2%
20,733
+1,200
54
$525K 0.2%
1,900
+37
55
$524K 0.2%
23,020
56
$515K 0.2%
6,002
-14
57
$511K 0.2%
13,324
-410
58
$511K 0.2%
2,127
+139
59
$509K 0.2%
16,179
+4,956
60
$488K 0.19%
7,565
-2,716
61
$479K 0.18%
9,271
-21
62
$457K 0.18%
14,155
-2,086
63
$452K 0.17%
4,951
-398
64
$440K 0.17%
3,806
+49
65
$403K 0.15%
9,282
-26
66
$402K 0.15%
4,002
67
$396K 0.15%
10,441
+278
68
$388K 0.15%
1,703
+14
69
$366K 0.14%
13,133
-6,619
70
$360K 0.14%
6,075
+49
71
$355K 0.14%
5,707
+300
72
$355K 0.14%
5,944
+361
73
$355K 0.14%
20,768
-2,475
74
$343K 0.13%
495
+211
75
$340K 0.13%
18,354
+2
1 2
3
4 5