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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$481K
3
+$399K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$306K
5
AXP icon
American Express
AXP
+$278K

Top Sells

1
+$8.25M
2
+$155K
3
+$123K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$117K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$116K

Sector Composition

1 Financials 52.75%
2 Technology 6.76%
3 Healthcare 4.83%
4 Consumer Discretionary 3.98%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$355K 0.19%
16,816
+1,231
77
$353K 0.19%
4,140
-40
78
$351K 0.19%
13,190
-4,638
79
$348K 0.19%
2,588
+131
80
$339K 0.18%
1,540
-175
81
$336K 0.18%
3,407
-79
82
$316K 0.17%
2,131
83
$304K 0.16%
4,869
+3
84
$302K 0.16%
2,616
-1,009
85
$295K 0.16%
13,205
+2,916
86
$287K 0.15%
962
+2
87
$280K 0.15%
2,536
-739
88
$278K 0.15%
+1,680
89
$267K 0.14%
3,629
-139
90
$261K 0.14%
22,968
-2,786
91
$258K 0.14%
+4,356
92
$257K 0.14%
1,616
93
$256K 0.14%
11,555
-394
94
$253K 0.13%
6,184
95
$252K 0.13%
2,496
+201
96
$249K 0.13%
2,513
97
$244K 0.13%
5,196
98
$242K 0.13%
+4,723
99
$241K 0.13%
4,002
+24
100
$239K 0.13%
3,826
1 2 3
4
5