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
$199M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$219K
3
+$207K
4
SLAB icon
Silicon Laboratories
SLAB
+$206K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$115K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$480K
4
DE icon
Deere & Co
DE
+$406K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$353K

Sector Composition

1 Financials 52.76%
2 Technology 8.27%
3 Healthcare 5.21%
4 Consumer Discretionary 4.26%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.11%
+2,711
102
$215K 0.11%
23,004
+18
103
$207K 0.1%
+2,000
104
$206K 0.1%
+1,000
105
$200K 0.1%
3,720
+24
106
$41K 0.02%
608
107
– –
-1,211
108
– –
-3,826
109
– –
-20,747
110
– –
-6,396
111
– –
-7,840
112
– –
-16,741
1 2 3 4
5