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
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$367K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$297K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$275K

Top Sells

1
+$411K
2
+$331K
3
+$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$280K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.19%
6,704
+100
77
$351K 0.19%
2,331
+200
78
$350K 0.19%
13,190
79
$347K 0.18%
5,973
+1,104
80
$338K 0.18%
6,706
81
$337K 0.18%
11,012
-2,490
82
$331K 0.18%
11,480
-3,460
83
$328K 0.17%
3,337
-70
84
$324K 0.17%
3,010
+514
85
$316K 0.17%
14,249
+1,044
86
$315K 0.17%
5,025
-899
87
$304K 0.16%
2,282
-306
88
$302K 0.16%
1,540
89
$297K 0.16%
6,396
+1,200
90
$280K 0.15%
1,616
91
$280K 0.15%
2,434
-182
92
$272K 0.15%
12,289
+734
93
$268K 0.14%
+18,960
94
$256K 0.14%
+4,807
95
$249K 0.13%
3,406
-223
96
$241K 0.13%
3,843
-159
97
$238K 0.13%
2,513
98
$235K 0.13%
7,499
99
$234K 0.12%
22,986
+18
100
$233K 0.12%
+2,608
1 2 3
4
5