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
-$486K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$575K
3
+$267K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$233K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$167K

Top Sells

1
+$681K
2
+$456K
3
+$275K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$225K
5
IDU icon
iShares US Utilities ETF
IDU
+$212K

Sector Composition

1 Financials 59.04%
2 Technology 9.12%
3 Consumer Discretionary 3.05%
4 Healthcare 2.9%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.13%
2,333
+212
77
$336K 0.13%
1,889
+33
78
$331K 0.13%
996
-7
79
$329K 0.13%
2,958
-166
80
$321K 0.12%
884
+16
81
$320K 0.12%
1,693
-215
82
$320K 0.12%
6,621
-134
83
$316K 0.12%
3,416
+443
84
$297K 0.11%
2,305
+11
85
$293K 0.11%
7,453
+27
86
$291K 0.11%
2,261
-75
87
$286K 0.11%
3,786
88
$286K 0.11%
5,986
+525
89
$285K 0.11%
12,082
-1,959
90
$284K 0.11%
5,971
91
$283K 0.11%
1,006
+5
92
$281K 0.11%
549
-6
93
$278K 0.11%
1,344
-63
94
$271K 0.1%
2,169
95
$267K 0.1%
+5,445
96
$257K 0.1%
4,994
+95
97
$250K 0.1%
3,286
+446
98
$245K 0.09%
5,034
-261
99
$215K 0.08%
2,466
+20
100
$213K 0.08%
3,397
+2
1 2 3
4
5