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
$213M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$323K
3
+$310K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$304K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$242K

Top Sells

1
+$529K
2
+$421K
3
+$355K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$269K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$243K

Sector Composition

1 Financials 57.32%
2 Technology 7.21%
3 Healthcare 4.99%
4 Consumer Discretionary 3.58%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.16%
11,480
77
$329K 0.15%
13,190
78
$315K 0.15%
4,537
-289
79
$314K 0.15%
3,112
+2
80
$310K 0.15%
+2,812
81
$306K 0.14%
5,018
-4
82
$304K 0.14%
+6,527
83
$303K 0.14%
6,706
84
$291K 0.14%
1,306
+29
85
$288K 0.14%
3,385
+3
86
$278K 0.13%
13,173
-6,694
87
$267K 0.13%
5,386
+445
88
$264K 0.12%
4,443
-726
89
$248K 0.12%
23,022
+18
90
$246K 0.12%
2,292
-107
91
$244K 0.11%
2,055
+2
92
$243K 0.11%
7,499
93
$242K 0.11%
+3,189
94
$240K 0.11%
1,981
-222
95
$239K 0.11%
1,074
+1
96
$236K 0.11%
11,277
-2,946
97
$236K 0.11%
2,513
98
$229K 0.11%
+1,204
99
$228K 0.11%
+3,827
100
$224K 0.11%
970
1 2 3
4
5