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
$173M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$1.16M
3
+$672K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$531K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$453K

Top Sells

1
+$485K
2
+$386K
3
+$213K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$110K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$88.7K

Sector Composition

1 Financials 47.94%
2 Technology 6.57%
3 Consumer Staples 6.21%
4 Healthcare 5.08%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.19%
15,585
77
$324K 0.19%
24,280
+1,080
78
$323K 0.19%
4,180
+1,108
79
$322K 0.19%
2,417
+435
80
$320K 0.19%
2,457
+306
81
$319K 0.18%
3,486
-439
82
$301K 0.17%
2,131
83
$288K 0.17%
2,126
+114
84
$287K 0.17%
+3,332
85
$286K 0.17%
3,768
-94
86
$284K 0.16%
4,866
+404
87
$273K 0.16%
960
88
$269K 0.16%
6,184
-39
89
$265K 0.15%
+11,949
90
$255K 0.15%
1,616
91
$249K 0.14%
2,295
+273
92
$235K 0.14%
5,196
93
$234K 0.14%
+1,949
94
$234K 0.14%
25,754
95
$228K 0.13%
10,289
96
$223K 0.13%
2,513
97
$219K 0.13%
2,828
+100
98
$219K 0.13%
3,978
-12
99
$219K 0.13%
7,499
-3,023
100
$214K 0.12%
+3,826
1 2 3
4
5