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
$192M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$568K
3
+$417K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$411K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$376K

Top Sells

1
+$1.96M
2
+$596K
3
+$552K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$326K
5
WCN icon
Waste Connections
WCN
+$304K

Sector Composition

1 Financials 56.02%
2 Technology 7.99%
3 Healthcare 4.71%
4 Consumer Discretionary 3.02%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.15%
23,108
+24
77
$274K 0.14%
1,972
-285
78
$272K 0.14%
11,308
+1,241
79
$271K 0.14%
1,641
-58
80
$267K 0.14%
10,602
-11,290
81
$265K 0.14%
3,884
+52
82
$258K 0.13%
20,452
-177
83
$247K 0.13%
2,730
+217
84
$238K 0.12%
2,452
85
$227K 0.12%
+991
86
$223K 0.12%
2,469
-942
87
$223K 0.12%
976
+1
88
$221K 0.12%
7,499
89
$219K 0.11%
+6,706
90
$216K 0.11%
+3,981
91
$212K 0.11%
+5,996
92
– –
-8,119
93
– –
-6,825
94
– –
-3,479
95
– –
-316
1 2 3
4