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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$481K
3
+$399K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$306K
5
AXP icon
American Express
AXP
+$278K

Top Sells

1
+$8.25M
2
+$155K
3
+$123K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$117K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$116K

Sector Composition

1 Financials 52.75%
2 Technology 6.76%
3 Healthcare 4.83%
4 Consumer Discretionary 3.98%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.13%
2,050
+101
102
$235K 0.13%
7,499
103
$217K 0.12%
+647
104
$210K 0.11%
2,711
-117
105
$209K 0.11%
+3,575
106
$205K 0.11%
+4,191
107
$202K 0.11%
+7,840
108
$60K 0.03%
+157
109
$39K 0.02%
608
+8
110
– –
-206
1 2 3 4
5