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
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$1.27M
3
+$1.27M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.07M

Top Sells

1
+$2.28M
2
+$1.97M
3
+$1.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.09M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$935K

Sector Composition

1 Financials 59%
2 Technology 8.16%
3 Healthcare 3.84%
4 Consumer Discretionary 3%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.12%
2,838
+31
77
$255K 0.12%
1,645
+5
78
$255K 0.12%
+10,076
79
$255K 0.12%
2,169
-140
80
$254K 0.12%
1,006
+5
81
$251K 0.12%
+4,989
82
$250K 0.12%
3,389
+2
83
$249K 0.12%
4,857
-194
84
$247K 0.12%
2,350
-119
85
$244K 0.12%
1,556
-252
86
$244K 0.12%
3,786
-150
87
$242K 0.11%
1,003
88
$236K 0.11%
1,693
+45
89
$235K 0.11%
795
+19
90
$223K 0.11%
4,285
-849
91
– –
-19,461
1 2 3
4