RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
+8.04%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+7%)
Cap. Flow
+$559K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
72.88%
Holding
114
New
8
Increased
42
Reduced
37
Closed
9
Top Buys
| 1 |
Verizon
VZ
|
$1.04M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$323K |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$310K |
| 4 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
$304K |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$242K |
Top Sells
Sector Composition
| 1 | Financials | 57.32% |
| 2 | Technology | 7.21% |
| 3 | Healthcare | 4.99% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Industrials | 1.88% |
