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
$172M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.71M
3
+$2.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.24M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.12M

Top Sells

1
+$1.72M
2
+$1.37M
3
+$1.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$953K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$812K

Sector Composition

1 Financials 54.96%
2 Technology 6.79%
3 Healthcare 6.15%
4 Consumer Discretionary 3.11%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.18%
12,844
-346
77
$292K 0.17%
7,009
-314
78
$276K 0.16%
2,703
+9
79
$271K 0.16%
12,943
-230
80
$268K 0.16%
3,359
-26
81
$268K 0.16%
2,435
-377
82
$259K 0.15%
1,483
-538
83
$254K 0.15%
6,323
-383
84
$248K 0.14%
2,513
85
$248K 0.14%
3,429
+240
86
$246K 0.14%
7,607
-10,820
87
$238K 0.14%
+9,895
88
$226K 0.13%
23,044
+22
89
$224K 0.13%
2,057
+2
90
$221K 0.13%
973
+3
91
$221K 0.13%
4,224
-61
92
$220K 0.13%
10,739
-538
93
$218K 0.13%
+4,529
94
$212K 0.12%
1,319
+13
95
$210K 0.12%
2,510
-602
96
$204K 0.12%
3,435
-1,008
97
$200K 0.12%
3,829
+2
98
$200K 0.12%
7,499
99
$189K 0.11%
16,939
-4,590
100
– –
-5,418
1 2 3
4
5