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
$261M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$825K
3
+$736K
4
FLIN icon
Franklin FTSE India ETF
FLIN
+$426K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$286K

Top Sells

1
+$852K
2
+$703K
3
+$587K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$145K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.3K

Sector Composition

1 Financials 59.5%
2 Technology 8.66%
3 Healthcare 3.31%
4 Consumer Discretionary 2.66%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.13%
6,755
-30
77
$321K 0.12%
6,026
+4
78
$316K 0.12%
1,908
79
$314K 0.12%
2,294
-35
80
$312K 0.12%
2,121
+1
81
$310K 0.12%
7,426
-298
82
$301K 0.11%
3,124
-14
83
$295K 0.11%
2,336
84
$292K 0.11%
2,973
-10
85
$286K 0.11%
+3,446
86
$285K 0.11%
1,407
-26
87
$276K 0.11%
3,786
88
$275K 0.11%
3,291
89
$274K 0.1%
1,001
-14
90
$274K 0.1%
+11,223
91
$272K 0.1%
2,169
92
$271K 0.1%
555
-38
93
$270K 0.1%
5,971
94
$266K 0.1%
5,461
+178
95
$263K 0.1%
4,899
-149
96
$262K 0.1%
5,295
-1,646
97
$240K 0.09%
2,446
-13
98
$239K 0.09%
2,840
-592
99
$237K 0.09%
284
+6
100
$219K 0.08%
+1,363
1 2 3
4
5