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
$239M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Sector Composition

1 Financials 61%
2 Technology 7.58%
3 Healthcare 3.51%
4 Consumer Discretionary 2.85%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$300K 0.13%
7,724
-3,223
77
$295K 0.12%
1,952
+259
78
$293K 0.12%
1,011
+5
79
$293K 0.12%
3,666
-114
80
$280K 0.12%
10,904
+828
81
$280K 0.12%
1,494
-62
82
$274K 0.12%
3,432
-977
83
$274K 0.11%
5,301
+1,016
84
$269K 0.11%
2,169
85
$269K 0.11%
2,336
-14
86
$268K 0.11%
3,786
87
$251K 0.11%
5,290
-4,796
88
$249K 0.1%
+2,629
89
$247K 0.1%
3,391
+2
90
$247K 0.1%
2,784
-174
91
$244K 0.1%
6,735
-2,632
92
$233K 0.1%
+2,466
93
$221K 0.09%
+426
94
$220K 0.09%
4,990
+1
95
$218K 0.09%
+2,670
96
-5,976