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
$213M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$323K
3
+$310K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$304K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$242K

Top Sells

1
+$529K
2
+$421K
3
+$355K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$269K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$243K

Sector Composition

1 Financials 57.32%
2 Technology 7.21%
3 Healthcare 4.99%
4 Consumer Discretionary 3.58%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.11%
6,080
102
$222K 0.1%
4,285
-390
103
$210K 0.1%
3,443
-215
104
$206K 0.1%
+4,191
105
$202K 0.09%
+4,015
106
– –
-608
107
– –
-2,711
108
– –
-7,186
109
– –
-1,000
110
– –
-3,720
111
– –
-11,118
112
– –
-2,000
113
– –
-3,931
114
– –
-12,598
1 2 3 4
5