RW

Rede Wealth Portfolio holdings

AUM $288M
1-Year Est. Return 22.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$191K
3
+$177K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$159K
5
VTV icon
Vanguard Value ETF
VTV
+$130K

Top Sells

1
+$200K
2
+$186K
3
+$178K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$155K
5
ADP icon
Automatic Data Processing
ADP
+$136K

Sector Composition

1 Financials 59.81%
2 Technology 8.47%
3 Consumer Discretionary 2.7%
4 Healthcare 2.5%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.13%
2,858
-100
77
$344K 0.12%
2,258
-47
78
$339K 0.12%
1,067
-616
79
$338K 0.12%
11,734
-625
80
$337K 0.12%
6,797
+1,613
81
$334K 0.12%
2,335
+1
82
$324K 0.12%
1,747
-12
83
$323K 0.12%
3,952
84
$319K 0.12%
3,331
-19
85
$313K 0.11%
5,946
86
$309K 0.11%
1,285
-17
87
$309K 0.11%
795
-15
88
$306K 0.11%
2,261
89
$304K 0.11%
3,786
90
$302K 0.11%
3,732
+469
91
$301K 0.11%
546
92
$297K 0.11%
1,683
-2
93
$296K 0.11%
2,169
94
$281K 0.1%
6,712
-315
95
$277K 0.1%
3,105
96
$271K 0.1%
12,082
97
$263K 0.1%
5,409
-424
98
$262K 0.09%
4,916
+6
99
$258K 0.09%
1,414
100
$256K 0.09%
1,398
1 2 3
4
5