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
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$367K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$297K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$275K

Top Sells

1
+$411K
2
+$331K
3
+$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$280K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.12%
1,952
-98
102
$227K 0.12%
3,826
103
$226K 0.12%
6,184
104
$211K 0.11%
964
+2
105
$204K 0.11%
3,929
-794
106
$203K 0.11%
+4,725
107
$202K 0.11%
7,840
108
$200K 0.11%
3,696
+121
109
$65K 0.03%
608
110
– –
-2,711
111
– –
-157
112
– –
-647
113
– –
-2,536
114
– –
-4,191
1 2 3 4
5