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
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$136M
2 +$1.61M
3 +$1.08M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$314K
5
ELV icon
Elevance Health
ELV
+$221K

Sector Composition

1 Technology 19.79%
2 Financials 8.26%
3 Healthcare 7.17%
4 Consumer Discretionary 6.24%
5 Energy 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-38,616