RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$608K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$246K

Top Sells

1
+$620K
2
+$523K
3
+$271K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$254K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$248K

Sector Composition

1 Financials 55.89%
2 Technology 6.76%
3 Healthcare 5.62%
4 Consumer Discretionary 3.31%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,943
1 2 3 4
5