RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
-17.08%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-19%)
Cap. Flow
+$536K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
71.66%
Holding
118
New
13
Increased
26
Reduced
44
Closed
19
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.29M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$2.71M |
| 3 |
Amazon
AMZN
|
$2.67M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.49M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.24M |
Top Sells
Sector Composition
| 1 | Financials | 54.96% |
| 2 | Technology | 6.79% |
| 3 | Healthcare | 6.15% |
| 4 | Consumer Discretionary | 3.11% |
| 5 | Industrials | 1.76% |
