RW

Rede Wealth Portfolio holdings

AUM $278M
1-Year Est. Return 9.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.72M
3
+$2.52M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.25M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.23M

Top Sells

1
+$1.87M
2
+$1.38M
3
+$1.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$953K
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$830K

Sector Composition

1 Financials 54.96%
2 Technology 6.79%
3 Healthcare 6.15%
4 Consumer Discretionary 3.11%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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118
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