RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
-0.05%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(-5.3%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-5.23%
Top 10 Holdings %
Top 10 Hldgs %
77.34%
Holding
100
New
2
Increased
19
Reduced
51
Closed
19
Top Buys
| 1 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$362K |
| 2 |
Oneok
OKE
|
$272K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$261K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$176K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$93.4K |
Top Sells
| 1 |
Microsoft
MSFT
|
$561K |
| 2 |
Johnson & Johnson
JNJ
|
$524K |
| 3 |
PepsiCo
PEP
|
$395K |
| 4 |
Bristol-Myers Squibb
BMY
|
$384K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$367K |
Sector Composition
| 1 | Financials | 60.81% |
| 2 | Technology | 7.44% |
| 3 | Healthcare | 3.99% |
| 4 | Consumer Discretionary | 2.95% |
| 5 | Energy | 2.09% |
