RW

Rede Wealth Portfolio holdings

AUM $288M
1-Year Est. Return 22.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$191K
3
+$177K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$159K
5
VTV icon
Vanguard Value ETF
VTV
+$130K

Top Sells

1
+$200K
2
+$186K
3
+$178K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$155K
5
ADP icon
Automatic Data Processing
ADP
+$136K

Sector Composition

1 Financials 59.81%
2 Technology 8.47%
3 Consumer Discretionary 2.7%
4 Healthcare 2.5%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.22%
2,399
-75
52
$613K 0.22%
5,312
53
$588K 0.21%
4,937
-23
54
$552K 0.2%
7,265
+31
55
$550K 0.2%
1,897
+1
56
$543K 0.2%
5,918
-503
57
$525K 0.19%
5,584
58
$484K 0.17%
2,044
-98
59
$474K 0.17%
8,984
-107
60
$471K 0.17%
4,432
-1,464
61
$461K 0.17%
3,159
-310
62
$455K 0.16%
11,413
+141
63
$436K 0.16%
4,763
-188
64
$433K 0.16%
13,268
-200
65
$432K 0.16%
539
+35
66
$425K 0.15%
6,738
+150
67
$406K 0.15%
18,354
68
$403K 0.15%
5,802
-171
69
$398K 0.14%
5,909
-24
70
$397K 0.14%
5,617
71
$395K 0.14%
9,189
+4
72
$383K 0.14%
7,769
+1,184
73
$378K 0.14%
20,622
+29
74
$375K 0.14%
1,628
75
$358K 0.13%
1,004
1 2
3
4 5