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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$6.67M
3
+$6.38M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.16M
5
AMZN icon
Amazon
AMZN
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.98%
2 Technology 7.39%
3 Healthcare 5.39%
4 Consumer Discretionary 4.67%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.19%
+1,982
77
$266K 0.18%
+5,947
78
$261K 0.18%
+4,462
79
$250K 0.17%
+5,196
80
$249K 0.17%
+1,616
81
$249K 0.17%
+960
82
$233K 0.16%
+10,289
83
$227K 0.15%
+30,404
84
$225K 0.15%
+6,223
85
$221K 0.15%
+10,211
86
$220K 0.15%
+3,072
87
$218K 0.15%
+2,022
88
$217K 0.15%
+3,990
89
$213K 0.15%
+25,754
90
$212K 0.14%
+2,728
91
$208K 0.14%
+2,513
92
– –
0
1 2 3
4