RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
-2.27%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-2.3%)
Cap. Flow
+$927K
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
73.51%
Holding
101
New
2
Increased
37
Reduced
34
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 55.89% |
| 2 | Technology | 6.76% |
| 3 | Healthcare | 5.62% |
| 4 | Consumer Discretionary | 3.31% |
| 5 | Energy | 1.45% |