RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$206K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.21%
2,474
-76
52
$586K 0.21%
4,960
-698
53
$573K 0.2%
1,896
-4
54
$557K 0.2%
32,349
+16,170
55
$542K 0.19%
13,768
+444
56
$507K 0.18%
5,312
57
$498K 0.18%
7,234
-331
58
$486K 0.17%
4,951
59
$476K 0.17%
9,091
-180
60
$475K 0.17%
2,142
+15
61
$460K 0.16%
3,469
-337
62
$437K 0.15%
5,584
-418
63
$436K 0.15%
1,683
-269
64
$415K 0.15%
11,272
+831
65
$412K 0.15%
20,593
-175
66
$403K 0.14%
5,933
-11
67
$402K 0.14%
5,617
-90
68
$396K 0.14%
13,468
-687
69
$392K 0.14%
3,952
-50
70
$390K 0.14%
2,334
+1
71
$385K 0.14%
1,628
-75
72
$378K 0.13%
9,185
-97
73
$369K 0.13%
5,973
-102
74
$368K 0.13%
1,759
-130
75
$363K 0.13%
18,354
1 2
3
4 5