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
$261M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
101
$212K 0.08%
+2,074
102
$210K 0.08%
3,395
+2
103
$209K 0.08%
+2,600
104
$204K 0.08%
2,450
-90