RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$206K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.13%
+6,588
77
$353K 0.12%
12,359
-774
78
$338K 0.12%
2,305
79
$334K 0.12%
504
+9
80
$319K 0.11%
3,350
-66
81
$311K 0.11%
6,585
-36
82
$292K 0.1%
2,958
83
$285K 0.1%
7,027
-426
84
$282K 0.1%
5,833
-153
85
$278K 0.1%
12,082
86
$276K 0.1%
2,261
87
$273K 0.1%
1,004
+8
88
$272K 0.1%
5,946
-25
89
$270K 0.1%
3,786
90
$267K 0.09%
810
-74
91
$266K 0.09%
3,263
+717
92
$263K 0.09%
1,302
-42
93
$262K 0.09%
2,169
94
$261K 0.09%
1,685
-8
95
$258K 0.09%
4,910
-84
96
$256K 0.09%
546
-3
97
$254K 0.09%
3,105
-181
98
$253K 0.09%
5,184
-261
99
$247K 0.09%
1,011
+5
100
$241K 0.09%
1,398
-10
1 2 3
4
5