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
$199M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$219K
3
+$207K
4
SLAB icon
Silicon Laboratories
SLAB
+$206K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$115K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$480K
4
DE icon
Deere & Co
DE
+$406K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$353K

Sector Composition

1 Financials 52.76%
2 Technology 8.27%
3 Healthcare 5.21%
4 Consumer Discretionary 4.26%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.18%
13,190
77
$349K 0.18%
10,940
-72
78
$339K 0.17%
2,502
-508
79
$333K 0.17%
3,110
-227
80
$328K 0.16%
6,706
81
$315K 0.16%
5,022
-3
82
$312K 0.16%
1,616
83
$311K 0.16%
14,223
-26
84
$309K 0.16%
5,169
-2,755
85
$295K 0.15%
3,370
+762
86
$292K 0.15%
2,203
-79
87
$289K 0.15%
2,053
+101
88
$276K 0.14%
2,399
-35
89
$276K 0.14%
4,675
-50
90
$269K 0.14%
12,598
-4,315
91
$266K 0.13%
3,382
-24
92
$262K 0.13%
4,941
+134
93
$258K 0.13%
7,499
94
$251K 0.13%
970
+6
95
$243K 0.12%
11,118
-1,171
96
$241K 0.12%
3,658
-185
97
$239K 0.12%
2,513
98
$228K 0.11%
3,931
+2
99
$226K 0.11%
6,080
-104
100
$222K 0.11%
1,073
-1,400
1 2 3
4
5