RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
+9.79%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+141%)
Cap. Flow
+$147M
Cap. Flow
% of AUM
56.24%
Top 10 Holdings %
Top 10 Hldgs %
75.53%
Holding
104
New
8
Increased
35
Reduced
41
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 59.5% |
| 2 | Technology | 8.66% |
| 3 | Healthcare | 3.31% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Energy | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares US Utilities ETF
IDU
$1.64B
| $212K | 0.08% |
+2,074
| New | +$212K |
|
102
Hexcel
HXL
$5.16B
| $210K | 0.08% |
3,395
+2
| +0.1% | +$124 |
|
103
Carrier Global
CARR
$53.7B
| $209K | 0.08% |
+2,600
| New | +$209K |
|
104
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $204K | 0.08% |
2,450
-90
| -4% | -$7.48K |
|