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
$172M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.71M
3
+$2.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.24M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.12M

Top Sells

1
+$1.72M
2
+$1.37M
3
+$1.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$953K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$812K

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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104
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105
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107
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108
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109
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110
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112
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114
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118
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