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
$211M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$343K
3
+$287K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$248K

Top Sells

1
+$233K
2
+$221K
3
+$170K
4
PG icon
Procter & Gamble
PG
+$166K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Financials 56.49%
2 Technology 8.54%
3 Healthcare 4.47%
4 Consumer Discretionary 3.25%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.14%
1,641
77
$286K 0.14%
2,589
+3
78
$281K 0.13%
3,144
-287
79
$267K 0.13%
2,728
-2
80
$265K 0.13%
1,839
-133
81
$257K 0.12%
3,385
-499
82
$255K 0.12%
+6,273
83
$248K 0.12%
3,981
84
$247K 0.12%
996
+5
85
$241K 0.11%
2,469
86
$240K 0.11%
976
87
$237K 0.11%
9,636
-966
88
$237K 0.11%
+1,978
89
$234K 0.11%
+3,156
90
$230K 0.11%
2,386
-1,210
91
$220K 0.1%
6,582
-124
92
$215K 0.1%
2,202
-250
93
$213K 0.1%
+4,089
94
$210K 0.1%
5,996
95
$209K 0.1%
1,944
-1,082
96
$208K 0.1%
8,688
-2,620
97
$204K 0.1%
+5,504
98
$202K 0.1%
+1,003
99
– –
-7,499
1 2 3
4