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

Top Buys

1
+$1.6M
2
+$426K
3
+$363K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$335K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$335K

Top Sells

1
+$1.27M
2
+$1.06M
3
+$715K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$602K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$473K

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
1 2 3
4